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

Connecticut 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	$1.48M	Sell	32,438 -9,494	-23%	-$433K	0.05%	125
2026 Q1	$1.91M	Sell	41,932 -1,808	-4%	-$83.4K	0.08%	102
2025 Q4	$2.01M	Buy	43,740 +10,678	+32%	+$495K	0.09%	103
2025 Q3	$1.53M	Buy	+33,062	New	+$1.52M	0.07%	119

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

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

Connecticut Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 23% in Q2 2026, selling an estimated $433K and leaving 32,438 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #125.

Connecticut Wealth Management first reported a position in FBND in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.01M in Q4 2025. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Connecticut Wealth Management held 32,438 shares of Fidelity Total Bond ETF worth $1.48M as of Q2 2026.
Connecticut Wealth Management sold 9,494 Fidelity Total Bond ETF shares in Q2 2026, an estimated $433K.
Fidelity Total Bond ETF made up 0.05% of Connecticut Wealth Management's portfolio in Q2 2026, its #125 holding.
Connecticut Wealth Management first reported a position in Fidelity Total Bond ETF in Q3 2025 and has held it in 4 quarters since.
Connecticut Wealth Management's Fidelity Total Bond ETF position peaked at $2.01M in Q4 2025.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.