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Kuhn & Co Investment Counsel’s Fidelity Total Bond ETF FBND Stock Holding History

Kuhn & Co Investment Counsel’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 		$2.32M Sell
50,924
-973
-2% -$44.4K 1.34% 20
2026
Q1 		$2.37M Buy
51,897
+7,274
+16% +$335K 1.53% 18
2025
Q4 		$2.05M Buy
44,623
+2,103
+5% +$97.6K 1.37% 19
2025
Q3 		$1.97M Buy
42,520
+3,395
+9% +$156K 1.56% 15
2025
Q2 		$1.79M Hold
39,125
– – 1.35% 19
2025
Q1 		$1.79M Buy
39,125
+7,458
+24% +$338K 1.51% 17
2024
Q4 		$1.42M Buy
31,667
+863
+3% +$39.4K 1.21% 23
2024
Q3 		$1.44M Sell
30,804
-518
-2% -$23.9K 1.23% 23
2024
Q2 		$1.41M Buy
31,322
+1,080
+4% +$48.4K 1.26% 23
2024
Q1 		$1.37M Buy
30,242
+303
+1% +$13.8K 1.29% 21
2023
Q4 		$1.38M Buy
+29,939
New +$1.32M 1.41% 19

Other funds holding FBND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 17.78% 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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Kuhn & Co Investment Counsel's FBND Position: Q2 2026 in Review

Kuhn & Co Investment Counsel reduced its Fidelity Total Bond ETF (FBND) stake by 1.9% in Q2 2026, selling an estimated $44.4K and leaving 50,924 shares worth $2.32M. The position accounts for 1.34% of the portfolio, ranked #20.

Kuhn & Co Investment Counsel first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.37M in Q1 2026. 447 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Kuhn & Co Investment Counsel held 50,924 shares of Fidelity Total Bond ETF worth $2.32M as of Q2 2026.
  • Kuhn & Co Investment Counsel sold 973 Fidelity Total Bond ETF shares in Q2 2026, an estimated $44.4K.
  • Fidelity Total Bond ETF made up 1.34% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #20 holding.
  • Kuhn & Co Investment Counsel first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Kuhn & Co Investment Counsel's Fidelity Total Bond ETF position peaked at $2.37M in Q1 2026.
  • 447 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.