CTA
FBND icon

Chesley Taft & Associates’s Fidelity Total Bond ETF FBND Stock Holding History

Chesley Taft & Associates’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 		$5.47M Buy
120,215
+3,625
+3% +$165K 0.21% 89
2026
Q1 		$5.32M Buy
116,590
+12,300
+12% +$567K 0.22% 89
2025
Q4 		$4.8M Buy
104,290
+6,680
+7% +$310K 0.19% 94
2025
Q3 		$4.51M Buy
97,610
+8,210
+9% +$377K 0.19% 99
2025
Q2 		$4.09M Buy
89,400
+5,100
+6% +$231K 0.18% 106
2025
Q1 		$3.85M Buy
84,300
+8,070
+11% +$366K 0.19% 101
2024
Q4 		$3.42M Buy
76,230
+15,580
+26% +$712K 0.16% 105
2024
Q3 		$2.83M Buy
60,650
+26,900
+80% +$1.24M 0.14% 116
2024
Q2 		$1.52M Buy
33,750
+1,250
+4% +$56K 0.08% 156
2024
Q1 		$1.47M Buy
32,500
+6,150
+23% +$279K 0.08% 159
2023
Q4 		$1.21M Buy
26,350
+14,100
+115% +$622K 0.07% 170
2023
Q3 		$534K Buy
+12,250
New +$548K 0.03% 215

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

Chesley Taft & Associates's FBND Position: Q2 2026 in Review

Chesley Taft & Associates increased its Fidelity Total Bond ETF (FBND) stake by 3.1% in Q2 2026, buying an estimated $165K and bringing the position to 120,215 shares worth $5.47M. The position accounts for 0.21% of the portfolio, ranked #89.

Chesley Taft & Associates first reported a position in FBND in Q3 2023 and has held it in 12 quarters since. 247 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Chesley Taft & Associates held 120,215 shares of Fidelity Total Bond ETF worth $5.47M as of Q2 2026.
  • Chesley Taft & Associates bought 3,625 Fidelity Total Bond ETF shares in Q2 2026, an estimated $165K.
  • Fidelity Total Bond ETF made up 0.21% of Chesley Taft & Associates's portfolio in Q2 2026, its #89 holding.
  • Chesley Taft & Associates first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 247 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.