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Leavell Investment Management’s Fidelity Total Bond ETF FBND Stock Holding History

Leavell Investment Management’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 		$514K Buy
11,255
+4,380
+64% +$200K 0.02% 433
2026
Q1 		$315K Buy
6,875
+640
+10% +$29.5K 0.01% 504
2025
Q4 		$289K Buy
+6,235
New +$289K 0.01% 511

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

Leavell Investment Management's FBND Position: Q2 2026 in Review

Leavell Investment Management increased its Fidelity Total Bond ETF (FBND) stake by 64% in Q2 2026, buying an estimated $200K and bringing the position to 11,255 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #433.

Leavell Investment Management first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Leavell Investment Management held 11,255 shares of Fidelity Total Bond ETF worth $514K as of Q2 2026.
  • Leavell Investment Management bought 4,380 Fidelity Total Bond ETF shares in Q2 2026, an estimated $200K.
  • Fidelity Total Bond ETF made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #433 holding.
  • Leavell Investment Management first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.