CWM
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CMH Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

CMH Wealth 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 		$9.57M Buy
209,527
+54,101
+35% +$2.47M 1.46% 22
2026
Q1 		$7.12M Buy
155,426
+2,087
+1% +$96.2K 1.22% 28
2025
Q4 		$7.1M Buy
153,339
+6,085
+4% +$282K 1.52% 31
2025
Q3 		$6.83M Buy
147,254
+480
+0.3% +$22K 1.46% 33
2025
Q2 		$6.74M Buy
146,774
+6,443
+5% +$292K 1.57% 35
2025
Q1 		$6.41M Buy
140,331
+1,440
+1% +$65.2K 1.61% 32
2024
Q4 		$6.26M Buy
138,891
+10,097
+8% +$461K 1.43% 34
2024
Q3 		$6.04M Buy
128,794
+4,831
+4% +$223K 1.42% 35
2024
Q2 		$5.59M Sell
123,963
-1,576
-1% -$70.6K 1.38% 36
2024
Q1 		$5.71M Buy
125,539
+7,147
+6% +$324K 1.45% 34
2023
Q4 		$5.45M Sell
118,392
-51,560
-30% -$2.28M 1.32% 33
2023
Q3 		$7.43M Buy
169,952
+11,057
+7% +$494K 2.08% 20
2023
Q2 		$7.22M Buy
158,895
+38,698
+32% +$1.77M 1.94% 20
2023
Q1 		$5.53M Buy
120,197
+7,879
+7% +$361K 1.6% 25
2022
Q4 		$5.06M Buy
112,318
+13,050
+13% +$585K 1.62% 25
2022
Q3 		$4.41M Sell
99,268
-227,346
-70% -$10.6M 1.62% 25
2022
Q2 		$15.2M Sell
326,614
-27,776
-8% -$1.32M 5.49% 5
2022
Q1 		$17.6M Sell
354,390
-7,955
-2% -$407K 5.42% 5
2021
Q4 		$19.2M Sell
362,345
-2,100
-0.6% -$111K 5.79% 5
2021
Q3 		$19.4M Buy
364,445
+8,105
+2% +$435K 6.35% 4
2021
Q2 		$19M Buy
356,340
+28,387
+9% +$1.5M 6.35% 2
2021
Q1 		$17.2M Sell
327,953
-13,899
-4% -$741K 6.47% 2
2020
Q4 		$18.5M Buy
341,852
+6,095
+2% +$333K 6.79% 2
2020
Q3 		$18.3M Buy
335,757
+70,414
+27% +$3.86M 7.85% 1
2020
Q2 		$14.3M Buy
265,343
+55,733
+27% +$2.96M 6.83% 1
2020
Q1 		$10.8M Sell
209,610
-162,836
-44% -$8.43M 6.34% 1
2019
Q4 		$19.3M Buy
372,446
+14,260
+4% +$737K 9.9% 1
2019
Q3 		$18.5M Buy
358,186
+19,355
+6% +$997K 10.49% 1
2019
Q2 		$17.3M Buy
338,831
+10,311
+3% +$518K 10.15% 1
2019
Q1 		$16.4M Buy
+328,520
New +$16.2M 9.94% 1

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

CMH Wealth Management's FBND Position: Q2 2026 in Review

CMH Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 35% in Q2 2026, buying an estimated $2.47M and bringing the position to 209,527 shares worth $9.57M. The position accounts for 1.46% of the portfolio, ranked #22.

CMH Wealth Management first reported a position in FBND in Q1 2019 and has held it in 30 quarters since. The position peaked at $19.4M in Q3 2021. 143 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • CMH Wealth Management held 209,527 shares of Fidelity Total Bond ETF worth $9.57M as of Q2 2026.
  • CMH Wealth Management bought 54,101 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.47M.
  • Fidelity Total Bond ETF made up 1.46% of CMH Wealth Management's portfolio in Q2 2026, its #22 holding.
  • CMH Wealth Management first reported a position in Fidelity Total Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • CMH Wealth Management's Fidelity Total Bond ETF position peaked at $19.4M in Q3 2021.
  • 143 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.