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

Hicks 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 		$12.1M Buy
265,775
+13,790
+5% +$629K 9.91% 2
2026
Q1 		$11.5M Buy
251,985
+47
+0% +$2.17K 11.5% 2
2025
Q4 		$11.6M Buy
251,938
+25,669
+11% +$1.19M 11.68% 2
2025
Q3 		$10.5M Buy
+226,269
New +$10.4M 17.11% 1
2025
Q2 		– Sell
-208,044
Closed -$9.5M – 27
2025
Q1 		$9.5M Buy
+208,044
New +$9.42M 12.59% 2

Other funds holding FBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Commonwealth Equity Services
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
MG
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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

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

Hicks Capital Management increased its Fidelity Total Bond ETF (FBND) stake by 5.5% in Q2 2026, buying an estimated $629K and bringing the position to 265,775 shares worth $12.1M. The position accounts for 9.91% of the portfolio, ranked #2.

Hicks Capital Management first reported a position in FBND in Q1 2025 and has held it in 5 quarters since. 561 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Hicks Capital Management held 265,775 shares of Fidelity Total Bond ETF worth $12.1M as of Q2 2026.
  • Hicks Capital Management bought 13,790 Fidelity Total Bond ETF shares in Q2 2026, an estimated $629K.
  • Fidelity Total Bond ETF made up 9.91% of Hicks Capital Management's portfolio in Q2 2026, its #2 holding.
  • Hicks Capital Management first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 561 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Hicks Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.