JFS Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

JFS Wealth Advisors’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	$1.56M	Buy	34,239 +64	+0.2%	+$2.92K	0.08%	129
2026 Q1	$1.56M	Buy	34,175 +68	+0.2%	+$3.14K	0.09%	128
2025 Q4	$1.57M	Buy	34,107 +24	+0.1%	+$1.11K	0.09%	128
2025 Q3	$1.58M	Buy	34,083 +99	+0.3%	+$4.55K	0.09%	124
2025 Q2	$1.55M	Buy	33,984 +64	+0.2%	+$2.9K	0.1%	118
2025 Q1	$1.55M	Sell	33,920 -1,436	-4%	-$65K	0.1%	115
2024 Q4	$1.59M	Buy	35,356 +5,420	+18%	+$248K	0.11%	107
2024 Q3	$1.4M	Buy	29,936 +24,811	+484%	+$1.15M	0.09%	123
2024 Q2	$230K	Buy	5,125 +61	+1%	+$2.73K	0.02%	225
2024 Q1	$229K	Buy	5,064 +58	+1%	+$2.63K	0.02%	233
2023 Q4	$230K	Buy	5,006 +57	+1%	+$2.52K	0.02%	218
2023 Q3	$216K	Buy	4,949 +56	+1%	+$2.5K	0.02%	215
2023 Q2	$222K	Buy	4,893 +49	+1%	+$2.24K	0.02%	209
2023 Q1	$223K	Buy	4,844 +48	+1%	+$2.2K	0.02%	207
2022 Q4	$216K	Buy	4,796 +44	+0.9%	+$1.97K	0.02%	210
2022 Q3	$211K	Buy	4,752 +36	+0.8%	+$1.68K	0.02%	206
2022 Q2	$219K	Buy	+4,716	New	+$225K	0.02%	203

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JFS Wealth Advisors's FBND Position: Q2 2026 in Review

JFS Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 0.19% in Q2 2026, buying an estimated $2.92K and bringing the position to 34,239 shares worth $1.56M. The position accounts for 0.08% of the portfolio, ranked #129.

JFS Wealth Advisors first reported a position in FBND in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.59M in Q4 2024. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

JFS Wealth Advisors held 34,239 shares of Fidelity Total Bond ETF worth $1.56M as of Q2 2026.
JFS Wealth Advisors bought 64 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.92K.
Fidelity Total Bond ETF made up 0.08% of JFS Wealth Advisors's portfolio in Q2 2026, its #129 holding.
JFS Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q2 2022 and has held it in 17 quarters since.
JFS Wealth Advisors's Fidelity Total Bond ETF position peaked at $1.59M in Q4 2024.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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