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

Fell 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	$3.91M	Buy	85,956 +55,402	+181%	+$2.53M	3.29%	7
2026 Q1	$1.39M	Buy	30,554 +14,894	+95%	+$687K	1.33%	26
2025 Q4	$721K	Buy	+15,660	New	+$727K	0.7%	50

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

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

Fell Capital Management increased its Fidelity Total Bond ETF (FBND) stake by 181% in Q2 2026, buying an estimated $2.53M and bringing the position to 85,956 shares worth $3.91M. The position accounts for 3.29% of the portfolio, ranked #7.

Fell Capital Management first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Fell Capital Management held 85,956 shares of Fidelity Total Bond ETF worth $3.91M as of Q2 2026.
Fell Capital Management bought 55,402 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.53M.
Fidelity Total Bond ETF made up 3.29% of Fell Capital Management's portfolio in Q2 2026, its #7 holding.
Fell Capital Management first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Fell Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.