Eley Financial Management’s Fidelity Total Bond ETF FBND Stock Holding History

Eley Financial 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	$2.31M	Buy	50,783 +4,919	+11%	+$224K	0.75%	37
2026 Q1	$2.09M	Buy	45,864 +537	+1%	+$24.8K	0.76%	37
2025 Q4	$2.09M	Buy	45,327 +361	+0.8%	+$16.8K	0.75%	39
2025 Q3	$2.08M	Sell	44,966 -1,194	-3%	-$54.8K	0.75%	39
2025 Q2	$2.11M	Sell	46,160 -516	-1%	-$23.4K	0.81%	38
2025 Q1	$2.13M	Sell	46,676 -1,501	-3%	-$68K	0.86%	35
2024 Q4	$2.16M	Buy	+48,177	New	+$2.2M	0.84%	37

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

Eley Financial Management's FBND Position: Q2 2026 in Review

Eley Financial Management increased its Fidelity Total Bond ETF (FBND) stake by 11% in Q2 2026, buying an estimated $224K and bringing the position to 50,783 shares worth $2.31M. The position accounts for 0.75% of the portfolio, ranked #37.

Eley Financial Management first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 794 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Eley Financial Management held 50,783 shares of Fidelity Total Bond ETF worth $2.31M as of Q2 2026.
Eley Financial Management bought 4,919 Fidelity Total Bond ETF shares in Q2 2026, an estimated $224K.
Fidelity Total Bond ETF made up 0.75% of Eley Financial Management's portfolio in Q2 2026, its #37 holding.
Eley Financial Management first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
794 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.