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

Family 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	$4.52M	Buy	99,317 +2,125	+2%	+$96.9K	1.75%	14
2026 Q1	$4.43M	Buy	97,192 +13,316	+16%	+$614K	1.97%	13
2025 Q4	$3.86M	Buy	83,876 +11,485	+16%	+$533K	1.72%	16
2025 Q3	$3.35M	Sell	72,391 -675	-0.9%	-$31K	1.6%	15
2025 Q2	$3.34M	Buy	73,066 +2,163	+3%	+$97.9K	1.75%	15
2025 Q1	$3.24M	Buy	70,903 +85	+0.1%	+$3.85K	2%	14
2024 Q4	$3.18M	Sell	70,818 -1,434	-2%	-$65.5K	1.92%	13
2024 Q3	$3.38M	Sell	72,252 -1,892	-3%	-$87.4K	2.18%	12
2024 Q2	$3.33M	Sell	74,144 -2,995	-4%	-$134K	2.27%	12
2024 Q1	$3.5M	Sell	77,139 -2,240	-3%	-$102K	2.44%	10
2023 Q4	$3.65M	Sell	79,379 -52,767	-40%	-$2.33M	2.59%	10
2023 Q3	$5.76M	Buy	132,146 +10,917	+9%	+$488K	3.8%	10
2023 Q2	$5.51M	Buy	121,229 +2,030	+2%	+$92.9K	3.43%	10
2023 Q1	$5.48M	Buy	+119,199	New	+$5.46M	2.37%	10

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

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

Family Capital Management increased its Fidelity Total Bond ETF (FBND) stake by 2.2% in Q2 2026, buying an estimated $96.9K and bringing the position to 99,317 shares worth $4.52M. The position accounts for 1.75% of the portfolio, ranked #14.

Family Capital Management first reported a position in FBND in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.76M in Q3 2023. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Family Capital Management held 99,317 shares of Fidelity Total Bond ETF worth $4.52M as of Q2 2026.
Family Capital Management bought 2,125 Fidelity Total Bond ETF shares in Q2 2026, an estimated $96.9K.
Fidelity Total Bond ETF made up 1.75% of Family Capital Management's portfolio in Q2 2026, its #14 holding.
Family Capital Management first reported a position in Fidelity Total Bond ETF in Q1 2023 and has held it in 14 quarters since.
Family Capital Management's Fidelity Total Bond ETF position peaked at $5.76M in Q3 2023.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.