Financial & Tax Architects’s Fidelity Total Bond ETF FBND Stock Holding History

Financial & Tax Architects’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	$24.1M	Buy	+528,955	New	+$24.1M	5.07%	1
2025 Q4	–	Sell	-474,361	Closed	-$21.9M	–	108
2025 Q3	$21.9M	Buy	+474,361	New	+$21.8M	4.84%	2
2025 Q2	–	Sell	-292,033	Closed	-$13.3M	–	100
2025 Q1	$13.3M	Buy	292,033 +7,791	+3%	+$353K	3.35%	7
2024 Q4	$12.8M	Buy	+284,242	New	+$13M	3.25%	7
2024 Q2	–	Sell	-365,913	Closed	-$16.6M	–	87
2024 Q1	$16.6M	Buy	365,913 +69,037	+23%	+$3.13M	4.56%	7
2023 Q4	$13.7M	Buy	+296,876	New	+$13.1M	4.04%	7
2023 Q1	–	Sell	-154,928	Closed	-$7.2M	–	80
2022 Q4	$7.2M	Buy	+154,928	New	+$6.95M	2.46%	7

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 & Tax Architects's FBND Position: Q2 2026 in Review

Financial & Tax Architects opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2026: 528,955 shares worth $24.1M. The stake represents 5.07% of the portfolio and ranks #1 among its holdings. This is a return to the name: Financial & Tax Architects previously reported a position in FBND as recently as Q3 2025.

Financial & Tax Architects first reported a position in FBND in Q4 2022 and has held it in 7 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Financial & Tax Architects held 528,955 shares of Fidelity Total Bond ETF worth $24.1M as of Q2 2026.
Fidelity Total Bond ETF was a new Financial & Tax Architects position in Q2 2026.
Fidelity Total Bond ETF made up 5.07% of Financial & Tax Architects's portfolio in Q2 2026, its #1 holding.
Financial & Tax Architects first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 7 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.