Intrua Financial’s Fidelity Total Bond ETF FBND Stock Holding History

Intrua Financial’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	$5.92M	Buy	130,029 +17,364	+15%	+$792K	0.54%	36
2026 Q1	$5.14M	Buy	112,665 +25,313	+29%	+$1.17M	0.53%	35
2025 Q4	$4.02M	Buy	87,352 +25,613	+41%	+$1.19M	0.42%	44
2025 Q3	$2.85M	Buy	61,739 +20,926	+51%	+$961K	0.31%	60
2025 Q2	$1.87M	Buy	40,813 +29,619	+265%	+$1.34M	0.25%	74
2025 Q1	$511K	Buy	+11,194	New	+$507K	0.07%	194

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

Intrua Financial's FBND Position: Q2 2026 in Review

Intrua Financial increased its Fidelity Total Bond ETF (FBND) stake by 15% in Q2 2026, buying an estimated $792K and bringing the position to 130,029 shares worth $5.92M. The position accounts for 0.54% of the portfolio, ranked #36.

Intrua Financial first reported a position in FBND in Q1 2025 and has held it in 6 quarters since. 415 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Intrua Financial held 130,029 shares of Fidelity Total Bond ETF worth $5.92M as of Q2 2026.
Intrua Financial bought 17,364 Fidelity Total Bond ETF shares in Q2 2026, an estimated $792K.
Fidelity Total Bond ETF made up 0.54% of Intrua Financial's portfolio in Q2 2026, its #36 holding.
Intrua Financial first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 6 quarters since.
415 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.