Financial Synergies Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Financial Synergies Wealth Advisors’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	$8.18M	Buy	179,805 +16,806	+10%	+$767K	0.69%	21
2026 Q1	$7.44M	Buy	162,999 +15,078	+10%	+$695K	0.71%	20
2025 Q4	$6.81M	Buy	147,921 +24,027	+19%	+$1.11M	0.66%	19
2025 Q3	$5.73M	Buy	123,894 +13,746	+12%	+$631K	0.58%	22
2025 Q2	$5.04M	Buy	110,148 +21,907	+25%	+$992K	0.55%	25
2025 Q1	$4.03M	Buy	88,241 +26,544	+43%	+$1.2M	0.49%	27
2024 Q4	$2.77M	Buy	61,697 +19,301	+46%	+$882K	0.34%	29
2024 Q3	$1.98M	Buy	42,396 +868	+2%	+$40.1K	0.25%	33
2024 Q2	$1.87M	Buy	41,528 +2,254	+6%	+$101K	0.25%	32
2024 Q1	$1.78M	Buy	39,274 +15,769	+67%	+$716K	0.23%	37
2023 Q4	$1.06M	Buy	23,505 +2,983	+15%	+$132K	0.16%	40
2023 Q3	$894K	Sell	20,522 -2,664	-11%	-$119K	0.13%	42
2023 Q2	$1.05M	Sell	23,186 -406	-2%	-$18.6K	0.15%	39
2023 Q1	$1.09M	Buy	23,592 +87	+0.4%	+$3.99K	0.16%	39
2022 Q4	$1.06M	Sell	23,505 -11,883	-34%	-$533K	0.16%	40
2022 Q3	$1.57M	Buy	35,388 +19,164	+118%	+$895K	0.27%	31
2022 Q2	$755K	Buy	16,224 +7,362	+83%	+$351K	0.12%	43
2022 Q1	$441K	Buy	8,862 +723	+9%	+$37K	0.07%	48
2021 Q4	$432K	Buy	+8,139	New	+$432K	0.06%	52

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

Financial Synergies Wealth Advisors's FBND Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 10% in Q2 2026, buying an estimated $767K and bringing the position to 179,805 shares worth $8.18M. The position accounts for 0.69% of the portfolio, ranked #21.

Financial Synergies Wealth Advisors first reported a position in FBND in Q4 2021 and has held it in 19 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Financial Synergies Wealth Advisors held 179,805 shares of Fidelity Total Bond ETF worth $8.18M as of Q2 2026.
Financial Synergies Wealth Advisors bought 16,806 Fidelity Total Bond ETF shares in Q2 2026, an estimated $767K.
Fidelity Total Bond ETF made up 0.69% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Financial Synergies Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 19 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.