CRW
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Clarity Retirement & Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

Clarity Retirement & Wealth’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 		$9.04M Buy
198,767
+10,175
+5% +$464K 6.24% 7
2026
Q1 		$8.6M Sell
188,592
-33,583
-15% -$1.55M 6.94% 6
2025
Q4 		$10.2M Buy
+222,175
New +$10.3M 9% 5

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clarity Retirement & Wealth's FBND Position: Q2 2026 in Review

Clarity Retirement & Wealth increased its Fidelity Total Bond ETF (FBND) stake by 5.4% in Q2 2026, buying an estimated $464K and bringing the position to 198,767 shares worth $9.04M. The position accounts for 6.24% of the portfolio, ranked #7.

Clarity Retirement & Wealth first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.2M in Q4 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Clarity Retirement & Wealth held 198,767 shares of Fidelity Total Bond ETF worth $9.04M as of Q2 2026.
  • Clarity Retirement & Wealth bought 10,175 Fidelity Total Bond ETF shares in Q2 2026, an estimated $464K.
  • Fidelity Total Bond ETF made up 6.24% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #7 holding.
  • Clarity Retirement & Wealth first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Clarity Retirement & Wealth's Fidelity Total Bond ETF position peaked at $10.2M in Q4 2025.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.