Chung Wu Investment Group’s Fidelity Total Bond ETF FBND Stock Holding History

Chung Wu Investment Group’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	$45.5K	Hold	1,000	–	–	0.03%	160
2026 Q1	$45.6K	Sell	1,000 -500	-33%	-$23.1K	0.04%	140
2025 Q4	$69.1K	Hold	1,500	–	–	0.06%	124
2025 Q3	$69.4K	Buy	+1,500	New	+$68.9K	0.06%	125

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Chung Wu Investment Group's FBND Position: Q2 2026 in Review

Chung Wu Investment Group held its Fidelity Total Bond ETF (FBND) position steady in Q2 2026 at 1,000 shares worth $45.5K. The position accounts for 0.03% of the portfolio, ranked #160.

Chung Wu Investment Group first reported a position in FBND in Q3 2025 and has held it in 4 quarters since. The position peaked at $69.4K in Q3 2025. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Chung Wu Investment Group held 1,000 shares of Fidelity Total Bond ETF worth $45.5K as of Q2 2026.
Chung Wu Investment Group left its Fidelity Total Bond ETF share count unchanged in Q2 2026.
Fidelity Total Bond ETF made up 0.03% of Chung Wu Investment Group's portfolio in Q2 2026, its #160 holding.
Chung Wu Investment Group first reported a position in Fidelity Total Bond ETF in Q3 2025 and has held it in 4 quarters since.
Chung Wu Investment Group's Fidelity Total Bond ETF position peaked at $69.4K in Q3 2025.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.