Forthright Family Wealth Advisory’s Fidelity Total Bond ETF FBND Stock Holding History

Forthright Family Wealth Advisory’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	–	Sell	-62,118	Closed	-$2.81M	–	70
2026 Q1	$2.81M	Buy	+62,118	New	+$2.86M	1.89%	12
2024 Q3	–	Sell	-52,095	Closed	-$2.34M	–	68
2024 Q2	$2.34M	Sell	52,095 -10,023	-16%	-$449K	1.51%	18
2024 Q1	$2.81M	Sell	62,118 -1,628	-3%	-$73.9K	1.89%	12
2023 Q4	$2.93M	Buy	+63,746	New	+$2.81M	2.3%	12

Other funds holding FBND

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Forthright Family Wealth Advisory's FBND Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 62,118 shares — an estimated $2.81M sold.

Forthright Family Wealth Advisory first reported a position in FBND in Q4 2023 and held it in 4 quarters. The position peaked at $2.93M in Q4 2023. 414 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 62,118 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.81M.
Forthright Family Wealth Advisory first reported a position in Fidelity Total Bond ETF in Q4 2023 and held it in 4 quarters.
Forthright Family Wealth Advisory's Fidelity Total Bond ETF position peaked at $2.93M in Q4 2023.
414 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.