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DeDora Capital’s Fidelity Total Bond ETF FBND Stock Holding History

DeDora Capital’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 		$26.3M Buy
577,902
+6,751
+1% +$308K 5.71% 4
2026
Q1 		$26.1M Sell
571,151
-9,729
-2% -$449K 6.39% 3
2025
Q4 		$26.7M Sell
580,880
-16,203
-3% -$752K 6.33% 3
2025
Q3 		$27.6M Buy
597,083
+15,178
+3% +$697K 6.66% 3
2025
Q2 		$26.6M Buy
581,905
+171,760
+42% +$7.78M 6.95% 3
2025
Q1 		$18.7M Buy
410,145
+3,802
+0.9% +$172K 5.4% 4
2024
Q4 		$18.2M Buy
406,343
+2,243
+0.6% +$103K 4.99% 4
2024
Q3 		$18.9M Buy
404,100
+14,906
+4% +$689K 5.28% 4
2024
Q2 		$17.5M Buy
389,194
+22,266
+6% +$997K 5.37% 4
2024
Q1 		$16.6M Buy
366,928
+44,115
+14% +$2M 5.29% 4
2023
Q4 		$14.9M Buy
322,813
+17,168
+6% +$758K 5.22% 4
2023
Q3 		$13.3M Buy
305,645
+16,222
+6% +$725K 5.24% 3
2023
Q2 		$13.1M Buy
289,423
+71,432
+33% +$3.27M 5.09% 3
2023
Q1 		$10M Buy
217,991
+92,626
+74% +$4.25M 4.28% 6
2022
Q4 		$5.64M Buy
125,365
+68,559
+121% +$3.07M 2.68% 9
2022
Q3 		$2.52M Buy
+56,806
New +$2.65M 1.31% 19

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

DeDora Capital's FBND Position: Q2 2026 in Review

DeDora Capital increased its Fidelity Total Bond ETF (FBND) stake by 1.2% in Q2 2026, buying an estimated $308K and bringing the position to 577,902 shares worth $26.3M. The position accounts for 5.71% of the portfolio, ranked #4.

DeDora Capital first reported a position in FBND in Q3 2022 and has held it in 16 quarters since. The position peaked at $27.6M in Q3 2025. 513 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • DeDora Capital held 577,902 shares of Fidelity Total Bond ETF worth $26.3M as of Q2 2026.
  • DeDora Capital bought 6,751 Fidelity Total Bond ETF shares in Q2 2026, an estimated $308K.
  • Fidelity Total Bond ETF made up 5.71% of DeDora Capital's portfolio in Q2 2026, its #4 holding.
  • DeDora Capital first reported a position in Fidelity Total Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • DeDora Capital's Fidelity Total Bond ETF position peaked at $27.6M in Q3 2025.
  • 513 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.