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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MG
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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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. 490 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.
  • 490 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.