Certified Advisory Corp’s Fidelity Total Bond ETF FBND Stock Holding History

Certified Advisory Corp’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	$952K	Sell	20,931 -486,726	-96%	-$22.2M	0.08%	169
2026 Q1	$23.2M	Buy	507,657 +47,252	+10%	+$2.18M	2.08%	6
2025 Q4	$21.2M	Buy	460,405 +19,988	+5%	+$927K	1.93%	7
2025 Q3	$20.4M	Buy	440,417 +20,507	+5%	+$942K	1.93%	7
2025 Q2	$19.2M	Buy	419,910 +15,899	+4%	+$720K	2%	7
2025 Q1	$18.4M	Buy	404,011 +6,931	+2%	+$314K	2.09%	6
2024 Q4	$17.8M	Buy	397,080 +7,887	+2%	+$360K	1.93%	8
2024 Q3	$18.2M	Buy	389,193 +120,741	+45%	+$5.58M	2.02%	8
2024 Q2	$12.1M	Buy	268,452 +12,660	+5%	+$567K	1.51%	11
2024 Q1	$11.6M	Buy	255,792 +248,826	+3,572%	+$11.3M	1.62%	10
2023 Q4	$321K	Buy	+6,966	New	+$307K	0.05%	211
2020 Q1	–	Sell	-430	Closed	-$22K	–	782
2019 Q4	$22K	Buy	+430	New	+$22.2K	0.01%	463

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Certified Advisory Corp's FBND Position: Q2 2026 in Review

Certified Advisory Corp reduced its Fidelity Total Bond ETF (FBND) stake by 96% in Q2 2026, selling an estimated $22.2M and leaving 20,931 shares worth $952K. The position accounts for 0.08% of the portfolio, ranked #169.

Certified Advisory Corp first reported a position in FBND in Q4 2019 and has held it in 12 quarters since. The position peaked at $23.2M in Q1 2026. 309 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Certified Advisory Corp held 20,931 shares of Fidelity Total Bond ETF worth $952K as of Q2 2026.
Certified Advisory Corp sold 486,726 Fidelity Total Bond ETF shares in Q2 2026, an estimated $22.2M.
Fidelity Total Bond ETF made up 0.08% of Certified Advisory Corp's portfolio in Q2 2026, its #169 holding.
Certified Advisory Corp first reported a position in Fidelity Total Bond ETF in Q4 2019 and has held it in 12 quarters since.
Certified Advisory Corp's Fidelity Total Bond ETF position peaked at $23.2M in Q1 2026.
309 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.