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Insight Wealth Strategies’s Fidelity Total Bond ETF FBND Stock Holding History

Insight Wealth Strategies’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 		$1.11M Buy
24,378
+920
+4% +$42K 0.11% 104
2026
Q1 		$1.07M Buy
23,458
+2,054
+10% +$94.7K 0.12% 108
2025
Q4 		$985K Buy
21,404
+3,869
+22% +$180K 0.11% 106
2025
Q3 		$811K Buy
17,535
+281
+2% +$12.9K 0.1% 110
2025
Q2 		$789K Buy
17,254
+18
+0.1% +$815 0.1% 107
2025
Q1 		$787K Buy
17,236
+919
+6% +$41.6K 0.11% 106
2024
Q4 		$732K Buy
16,317
+1,767
+12% +$80.7K 0.1% 112
2024
Q3 		$680K Sell
14,550
-347
-2% -$16K 0.09% 122
2024
Q2 		$669K Buy
14,897
+440
+3% +$19.7K 0.1% 123
2024
Q1 		$655K Buy
14,457
+986
+7% +$44.7K 0.1% 127
2023
Q4 		$620K Buy
13,471
+2,391
+22% +$106K 0.1% 123
2023
Q3 		$483K Buy
11,080
+220
+2% +$9.84K 0.09% 115
2023
Q2 		$493K Buy
+10,860
New +$497K 0.09% 109

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

Insight Wealth Strategies's FBND Position: Q2 2026 in Review

Insight Wealth Strategies increased its Fidelity Total Bond ETF (FBND) stake by 3.9% in Q2 2026, buying an estimated $42K and bringing the position to 24,378 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #104.

Insight Wealth Strategies first reported a position in FBND in Q2 2023 and has held it in 13 quarters since. 561 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Insight Wealth Strategies held 24,378 shares of Fidelity Total Bond ETF worth $1.11M as of Q2 2026.
  • Insight Wealth Strategies bought 920 Fidelity Total Bond ETF shares in Q2 2026, an estimated $42K.
  • Fidelity Total Bond ETF made up 0.11% of Insight Wealth Strategies's portfolio in Q2 2026, its #104 holding.
  • Insight Wealth Strategies first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 561 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.