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

IRON 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 		$1.78M Sell
39,223
-242
-0.6% -$11K 0.74% 31
2026
Q1 		$1.8M Sell
39,465
-811
-2% -$37.4K 0.79% 28
2025
Q4 		$1.85M Sell
40,276
-3,571
-8% -$166K 0.85% 26
2025
Q3 		$2.03M Buy
43,847
+39
+0.1% +$1.79K 0.97% 23
2025
Q2 		$2M Buy
43,808
+42
+0.1% +$1.9K 1.04% 21
2025
Q1 		$2M Sell
43,766
-2,862
-6% -$130K 1.12% 21
2024
Q4 		$2.09M Sell
46,628
-946
-2% -$43.2K 1.18% 19
2024
Q3 		$2.22M Sell
47,574
-951
-2% -$44K 1.21% 18
2024
Q2 		$2.18M Sell
48,525
-1,383
-3% -$62K 1.22% 19
2024
Q1 		$2.26M Buy
49,908
+472
+1% +$21.4K 1.26% 19
2023
Q4 		$2.28M Buy
49,436
+975
+2% +$43K 1.29% 18
2023
Q3 		$2.11M Sell
48,461
-1,370
-3% -$61.3K 1.23% 19
2023
Q2 		$2.26M Sell
49,831
-1,696
-3% -$77.6K 1.22% 19
2023
Q1 		$2.37M Buy
51,527
+103
+0.2% +$4.72K 1.3% 19
2022
Q4 		$2.32M Sell
51,424
-5,989
-10% -$269K 1.33% 19
2022
Q3 		$2.55M Sell
57,413
-2,914
-5% -$136K 1.4% 18
2022
Q2 		$2.81M Sell
60,327
-6,818
-10% -$325K 1.47% 18
2022
Q1 		$3.34M Sell
67,145
-3,471
-5% -$177K 1.54% 18
2021
Q4 		$3.74M Sell
70,616
-21,908
-24% -$1.16M 1.67% 14
2021
Q3 		$4.92M Sell
92,524
-1,756
-2% -$94.2K 2.36% 11
2021
Q2 		$5.03M Buy
94,280
+19,162
+26% +$1.01M 2.35% 11
2021
Q1 		$3.94M Buy
75,118
+25,929
+53% +$1.38M 2.08% 13
2020
Q4 		$2.67M Buy
49,189
+20,920
+74% +$1.14M 1.34% 15
2020
Q3 		$1.54M Buy
28,269
+16,680
+144% +$915K 0.85% 18
2020
Q2 		$625K Buy
+11,589
New +$616K 0.32% 37

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
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
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

IRON Financial's FBND Position: Q2 2026 in Review

IRON Financial reduced its Fidelity Total Bond ETF (FBND) stake by 0.61% in Q2 2026, selling an estimated $11K and leaving 39,223 shares worth $1.78M. The position accounts for 0.74% of the portfolio, ranked #31.

IRON Financial first reported a position in FBND in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.03M in Q2 2021. 415 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • IRON Financial held 39,223 shares of Fidelity Total Bond ETF worth $1.78M as of Q2 2026.
  • IRON Financial sold 242 Fidelity Total Bond ETF shares in Q2 2026, an estimated $11K.
  • Fidelity Total Bond ETF made up 0.74% of IRON Financial's portfolio in Q2 2026, its #31 holding.
  • IRON Financial first reported a position in Fidelity Total Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • IRON Financial's Fidelity Total Bond ETF position peaked at $5.03M in Q2 2021.
  • 415 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.