Dudley Capital Management’s Fidelity Total Bond ETF FBND Stock Holding History

Dudley Capital 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	$386K	Hold	8,480	–	–	0.15%	102
2026 Q1	$387K	Buy	8,480 +200	+2%	+$9.22K	0.17%	93
2025 Q4	$381K	Hold	8,280	–	–	0.17%	97
2025 Q3	$383K	Sell	8,280 -110	-1%	-$5.05K	0.17%	94
2025 Q2	$384K	Sell	8,390 -100	-1%	-$4.53K	0.19%	90
2025 Q1	$388K	Sell	8,490 -33	-0.4%	-$1.5K	0.2%	82
2024 Q4	$382K	Hold	8,523	–	–	0.19%	86
2024 Q3	$398K	Sell	8,523 -100	-1%	-$4.62K	0.21%	85
2024 Q2	$387K	Hold	8,623	–	–	0.21%	79
2024 Q1	$388K	Buy	8,623 +1,000	+13%	+$45.4K	0.23%	81
2023 Q4	$351K	Hold	7,623	–	–	0.22%	83
2023 Q3	$332K	Hold	7,623	–	–	0.23%	80
2023 Q2	$346K	Hold	7,623	–	–	0.23%	78
2023 Q1	$351K	Sell	7,623 -50	-0.7%	-$2.29K	0.24%	83
2022 Q4	$345K	Buy	+7,673	New	+$344K	0.24%	81

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

Dudley Capital Management's FBND Position: Q2 2026 in Review

Dudley Capital Management held its Fidelity Total Bond ETF (FBND) position steady in Q2 2026 at 8,480 shares worth $386K. The position accounts for 0.15% of the portfolio, ranked #102.

Dudley Capital Management first reported a position in FBND in Q4 2022 and has held it in 15 quarters since. The position peaked at $398K in Q3 2024. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Dudley Capital Management held 8,480 shares of Fidelity Total Bond ETF worth $386K as of Q2 2026.
Dudley Capital Management left its Fidelity Total Bond ETF share count unchanged in Q2 2026.
Fidelity Total Bond ETF made up 0.15% of Dudley Capital Management's portfolio in Q2 2026, its #102 holding.
Dudley Capital Management first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 15 quarters since.
Dudley Capital Management's Fidelity Total Bond ETF position peaked at $398K in Q3 2024.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.