Commonwealth Equity Services’s Fidelity Total Bond ETF FBND Stock Holding History

Commonwealth Equity Services’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	$233M	Buy	5,113,836 +228,394	+5%	+$10.4M	0.29%	61
2026 Q1	$223M	Sell	4,885,442 -10,176	-0.2%	-$469K	0.31%	61
2025 Q4	$225M	Buy	4,895,618 +522,583	+12%	+$24.2M	0.3%	62
2025 Q3	$202M	Buy	4,373,035 +752,861	+21%	+$34.6M	0.26%	69
2025 Q2	$166M	Buy	3,620,174 +287,824	+9%	+$13M	0.22%	80
2025 Q1	$152M	Buy	3,332,350 +282,743	+9%	+$12.8M	0.22%	84
2024 Q4	$137M	Buy	3,049,607 +670,465	+28%	+$30.6M	0.2%	93
2024 Q3	$111M	Buy	2,379,142 +669,838	+39%	+$31M	0.17%	107
2024 Q2	$76.8M	Buy	1,709,304 +329,262	+24%	+$14.7M	0.12%	160
2024 Q1	$62.5M	Sell	1,380,042 -156,659	-10%	-$7.11M	0.1%	182
2023 Q4	$70.8M	Buy	1,536,701 +697,993	+83%	+$30.8M	0.13%	155
2023 Q3	$36.5M	Buy	838,708 +23,127	+3%	+$1.03M	0.08%	247
2023 Q2	$37M	Buy	815,581 +273,891	+51%	+$12.5M	0.08%	249
2023 Q1	$24.9K	Buy	541,690 +55,914	+12%	+$2.56M	0.05%	327
2022 Q4	$21.9M	Buy	485,776 +144,646	+42%	+$6.49M	0.05%	350
2022 Q3	$15.2M	Buy	341,130 +15,685	+5%	+$733K	0.04%	423
2022 Q2	$15.1M	Buy	325,445 +44,658	+16%	+$2.13M	0.04%	424
2022 Q1	$14M	Sell	280,787 -159,008	-36%	-$8.13M	0.03%	481
2021 Q4	$23.3M	Buy	439,795 +81,261	+23%	+$4.31M	0.05%	328
2021 Q3	$19M	Buy	358,534 +7,862	+2%	+$422K	0.05%	358
2021 Q2	$18.7M	Sell	350,672 -132,979	-27%	-$7.04M	0.05%	367
2021 Q1	$25.3M	Sell	483,651 -15,395	-3%	-$820K	0.07%	266
2020 Q4	$27.1M	Buy	499,046 +159,780	+47%	+$8.72M	0.08%	235
2020 Q3	$18.5M	Buy	339,266 +122,405	+56%	+$6.72M	0.06%	277
2020 Q2	$11.7M	Buy	216,861 +15,820	+8%	+$841K	0.04%	361
2020 Q1	$10.4M	Sell	201,041 -29,188	-13%	-$1.51M	0.05%	341
2019 Q4	$11.9M	Buy	230,229 +1,381	+0.6%	+$71.4K	0.05%	359
2019 Q3	$11.8M	Buy	228,848 +28,758	+14%	+$1.48M	0.05%	342
2019 Q2	$10.2M	Buy	200,090 +62,625	+46%	+$3.15M	0.05%	365
2019 Q1	$6.87M	Sell	137,465 -6,959	-5%	-$343K	0.03%	464
2018 Q4	$7.01M	Buy	144,424 +8,970	+7%	+$432K	0.04%	407
2018 Q3	$6.58M	Sell	135,454 -5,944	-4%	-$290K	0.03%	444
2018 Q2	$6.91M	Sell	141,398 -7,131	-5%	-$348K	0.04%	400
2018 Q1	$7.3M	Sell	148,529 -16,066	-10%	-$794K	0.04%	370
2017 Q4	$8.27M	Sell	164,595 -4,993	-3%	-$251K	0.05%	335
2017 Q3	$8.53M	Buy	169,588 +9,093	+6%	+$458K	0.05%	309
2017 Q2	$8.05M	Sell	160,495 -77,894	-33%	-$3.91M	0.05%	304
2017 Q1	$11.9M	Buy	238,389 +6,397	+3%	+$318K	0.08%	229
2016 Q4	$11.6M	Buy	231,992 +183,467	+378%	+$9.18M	0.09%	218
2016 Q3	$2.48M	Buy	48,525 +15,411	+47%	+$784K	0.02%	590
2016 Q2	$1.67M	Buy	33,114 +1,666	+5%	+$82.8K	0.01%	733
2016 Q1	$1.54M	Sell	31,448 -15,904	-34%	-$765K	0.01%	754
2015 Q4	$2.27M	Buy	47,352 +23,052	+95%	+$1.12M	0.02%	577
2015 Q3	$1.18M	Buy	24,300 +19,907	+453%	+$984K	0.01%	820
2015 Q2	$219K	Buy	4,393 +116	+3%	+$5.85K	﹤0.01%	1863
2015 Q1	$217K	Buy	+4,277	New	+$216K	﹤0.01%	1858

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 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 $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services's FBND Position: Q2 2026 in Review

Commonwealth Equity Services increased its Fidelity Total Bond ETF (FBND) stake by 4.7% in Q2 2026, buying an estimated $10.4M and bringing the position to 5,113,836 shares worth $233M. The position accounts for 0.29% of the portfolio, ranked #61.

Commonwealth Equity Services first reported a position in FBND in Q1 2015 and has held it in 46 quarters since. 387 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Commonwealth Equity Services held 5,113,836 shares of Fidelity Total Bond ETF worth $233M as of Q2 2026.
Commonwealth Equity Services bought 228,394 Fidelity Total Bond ETF shares in Q2 2026, an estimated $10.4M.
Fidelity Total Bond ETF made up 0.29% of Commonwealth Equity Services's portfolio in Q2 2026, its #61 holding.
Commonwealth Equity Services first reported a position in Fidelity Total Bond ETF in Q1 2015 and has held it in 46 quarters since.
387 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.