Kerntke Otto McGlone Wealth Management Group’s Fidelity Total Bond ETF FBND Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	$658K	Buy	14,459 +76	+0.5%	+$3.47K	0.4%	45
2026 Q1	$656K	Buy	14,383 +2,111	+17%	+$97.4K	0.45%	44
2025 Q4	$565K	Buy	12,272 +2,997	+32%	+$139K	0.4%	45
2025 Q3	$429K	Buy	9,275 +129	+1%	+$5.92K	0.32%	49
2025 Q2	$418K	Buy	9,146 +144	+2%	+$6.52K	0.33%	50
2025 Q1	$411K	Sell	9,002 -6,026	-40%	-$273K	0.36%	47
2024 Q4	$674K	Buy	15,028 +5,849	+64%	+$267K	0.5%	32
2024 Q3	$429K	Sell	9,179 -2,683	-23%	-$124K	0.36%	45
2024 Q2	$533K	Buy	11,862 +942	+9%	+$42.2K	0.5%	32
2024 Q1	$495K	Buy	10,920 +248	+2%	+$11.3K	0.49%	35
2023 Q4	$491K	Sell	10,672 -3,244	-23%	-$143K	0.49%	34
2023 Q3	$606K	Buy	13,916 +159	+1%	+$7.11K	0.63%	30
2023 Q2	$625K	Buy	13,757 +1,728	+14%	+$79.1K	0.61%	29
2023 Q1	$553K	Sell	12,029 -281	-2%	-$12.9K	0.57%	32
2022 Q4	$554K	Buy	+12,310	New	+$552K	0.64%	30
2021 Q3	–	Sell	-392,827	Closed	-$20.9M	–	66
2021 Q2	$20.9M	Buy	392,827 +322,675	+460%	+$17.1M	8.36%	1
2021 Q1	$3.68M	Buy	70,152 +42,371	+153%	+$2.26M	1.93%	17
2020 Q4	$1.51M	Sell	27,781 -1,921	-6%	-$105K	0.89%	30
2020 Q3	$1.62M	Buy	29,702 +8,615	+41%	+$473K	1.19%	24
2020 Q2	$1.14M	Buy	21,087 +2,584	+14%	+$137K	1.04%	22
2020 Q1	$958K	Buy	18,503 +1,699	+10%	+$87.9K	1.07%	22
2019 Q4	$869K	Buy	+16,804	New	+$869K	0.73%	36

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 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

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's FBND Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Fidelity Total Bond ETF (FBND) stake by 0.53% in Q2 2026, buying an estimated $3.47K and bringing the position to 14,459 shares worth $658K. The position accounts for 0.4% of the portfolio, ranked #45.

Kerntke Otto McGlone Wealth Management Group first reported a position in FBND in Q4 2019 and has held it in 22 quarters since. The position peaked at $20.9M in Q2 2021. 276 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 14,459 shares of Fidelity Total Bond ETF worth $658K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 76 Fidelity Total Bond ETF shares in Q2 2026, an estimated $3.47K.
Fidelity Total Bond ETF made up 0.4% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #45 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in Fidelity Total Bond ETF in Q4 2019 and has held it in 22 quarters since.
Kerntke Otto McGlone Wealth Management Group's Fidelity Total Bond ETF position peaked at $20.9M in Q2 2021.
276 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.