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Cardinal Point Capital Management’s Fidelity Total Bond ETF FBND Stock Holding History

Cardinal Point Capital Management’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,550
Closed -$254K – 304
2026
Q1 		$254K Sell
5,550
-380
-6% -$17.5K 0.02% 248
2025
Q4 		$275K Hold
5,930
– – 0.02% 213
2025
Q3 		$276K Hold
5,930
– – 0.02% 214
2025
Q2 		$272K Hold
5,930
– – 0.02% 191
2025
Q1 		$272K Sell
5,930
-2,385
-29% -$108K 0.03% 157
2024
Q4 		$375K Hold
8,315
– – 0.06% 66
2024
Q3 		$390K Sell
8,315
-38,930
-82% -$1.8M 0.07% 62
2024
Q2 		$2.13M Sell
47,245
-8,750
-16% -$392K 0.37% 21
2024
Q1 		$2.55M Buy
55,995
+8,785
+19% +$399K 0.48% 18
2023
Q4 		$2.18M Buy
47,210
+3,860
+9% +$170K 0.53% 16
2023
Q3 		$1.9M Buy
43,350
+12,615
+41% +$564K 0.5% 15
2023
Q2 		$1.4M Buy
30,735
+1,885
+7% +$86.3K 0.42% 19
2023
Q1 		$1.33M Buy
28,850
+6,130
+27% +$281K 0.4% 23
2022
Q4 		$1.03M Buy
+22,720
New +$1.02M 0.35% 24

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cardinal Point Capital Management's FBND Position: Q2 2026 in Review

Cardinal Point Capital Management sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 5,550 shares — an estimated $254K sold.

Cardinal Point Capital Management first reported a position in FBND in Q4 2022 and held it in 14 quarters. The position peaked at $2.55M in Q1 2024. 170 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Cardinal Point Capital Management reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cardinal Point Capital Management sold 5,550 Fidelity Total Bond ETF shares in Q2 2026, an estimated $254K.
  • Cardinal Point Capital Management first reported a position in Fidelity Total Bond ETF in Q4 2022 and held it in 14 quarters.
  • Cardinal Point Capital Management's Fidelity Total Bond ETF position peaked at $2.55M in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.