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Crumly & Associates’s Fidelity Total Bond ETF FBND Stock Holding History

Crumly & Associates’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 		– Sell
-6,549
Closed -$299K – 202
2026
Q1 		$299K Sell
6,549
-131,386
-95% -$6.06M 0.06% 157
2025
Q4 		$6.35M Buy
137,935
+6,386
+5% +$296K 1.33% 25
2025
Q3 		$6.08M Buy
131,549
+4,793
+4% +$220K 1.33% 23
2025
Q2 		$5.8M Buy
126,756
+15,448
+14% +$699K 1.41% 24
2025
Q1 		$5.08M Buy
111,308
+3,419
+3% +$155K 1.4% 26
2024
Q4 		$4.84M Sell
107,889
-233
-0.2% -$10.6K 1.32% 28
2024
Q3 		$5.05M Buy
108,122
+41,898
+63% +$1.94M 1.4% 26
2024
Q2 		$2.98M Buy
66,224
+4,265
+7% +$191K 0.86% 28
2024
Q1 		$2.81M Sell
61,959
-1,353
-2% -$61.4K 0.74% 38
2023
Q4 		$2.91M Buy
63,312
+6,694
+12% +$295K 0.85% 37
2023
Q3 		$2.47M Buy
56,618
+3,589
+7% +$160K 0.97% 36
2023
Q2 		$2.41M Buy
53,029
+2,726
+5% +$125K 0.96% 36
2023
Q1 		$2.31M Buy
+50,303
New +$2.31M 1.01% 30

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

Crumly & Associates's FBND Position: Q2 2026 in Review

Crumly & Associates sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 6,549 shares — an estimated $299K sold.

Crumly & Associates first reported a position in FBND in Q1 2023 and held it in 13 quarters. The position peaked at $6.35M in Q4 2025. 233 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Crumly & Associates reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Crumly & Associates sold 6,549 Fidelity Total Bond ETF shares in Q2 2026, an estimated $299K.
  • Crumly & Associates first reported a position in Fidelity Total Bond ETF in Q1 2023 and held it in 13 quarters.
  • Crumly & Associates's Fidelity Total Bond ETF position peaked at $6.35M in Q4 2025.
  • 233 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.