CRA Financial Services’s Fidelity Total Bond ETF FBND Stock Holding History

CRA Financial 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	$2.33M	Sell	51,319 -130,888	-72%	-$5.97M	0.27%	76
2026 Q1	$8.31M	Buy	182,207 +44,918	+33%	+$2.07M	1.08%	22
2025 Q4	$6.32M	Buy	137,289 +16,839	+14%	+$781K	0.83%	26
2025 Q3	$5.57M	Buy	120,450 +14,100	+13%	+$647K	0.76%	27
2025 Q2	$4.87M	Buy	106,350 +7,172	+7%	+$325K	0.74%	30
2025 Q1	$4.53M	Buy	99,178 +31,997	+48%	+$1.45M	0.77%	29
2024 Q4	$3.01M	Buy	67,181 +25,084	+60%	+$1.15M	0.52%	41
2024 Q3	$1.97M	Buy	42,097 +16,633	+65%	+$769K	0.36%	50
2024 Q2	$1.14M	Buy	25,464 +18,285	+255%	+$819K	0.23%	78
2024 Q1	$325K	Buy	+7,179	New	+$326K	0.07%	167

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 22.96% 1-Year Est. Return

CRA Financial Services's FBND Position: Q2 2026 in Review

CRA Financial Services reduced its Fidelity Total Bond ETF (FBND) stake by 72% in Q2 2026, selling an estimated $5.97M and leaving 51,319 shares worth $2.33M. The position accounts for 0.27% of the portfolio, ranked #76.

CRA Financial Services first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.31M in Q1 2026. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

CRA Financial Services held 51,319 shares of Fidelity Total Bond ETF worth $2.33M as of Q2 2026.
CRA Financial Services sold 130,888 Fidelity Total Bond ETF shares in Q2 2026, an estimated $5.97M.
Fidelity Total Bond ETF made up 0.27% of CRA Financial Services's portfolio in Q2 2026, its #76 holding.
CRA Financial Services first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
CRA Financial Services's Fidelity Total Bond ETF position peaked at $8.31M in Q1 2026.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.