LWM
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Liberty Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Liberty Wealth 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 		$295K Hold
6,463
– – 0.04% 207
2026
Q1 		$295K Buy
6,463
+1,454
+29% +$67.1K 0.04% 207
2025
Q4 		$232K Sell
5,009
-890
-15% -$41.3K 0.03% 223
2025
Q3 		$273K Buy
+5,899
New +$271K 0.04% 192
2025
Q1 		– Sell
-2,886
Closed -$228K – 169
2024
Q4 		$228K Sell
2,886
-2,150
-43% -$98.3K 0.04% 189
2024
Q3 		$235K Buy
+5,036
New +$233K 0.04% 188
2021
Q4 		– Sell
-396
Closed -$21K – 472
2021
Q3 		$21K Buy
396
+1
+0.3% +$54 0.01% 633
2021
Q2 		$21K Buy
395
+55
+16% +$2.91K 0.01% 495
2021
Q1 		$18K Hold
340
– – 0.01% 478
2020
Q4 		$18K Buy
340
+6
+2% +$327 0.01% 474
2020
Q3 		$18K Sell
334
-181
-35% -$9.93K 0.01% 418
2020
Q2 		$28K Buy
515
+2
+0.4% +$106 0.02% 328
2020
Q1 		$27K Buy
513
+1
+0.2% +$52 0.02% 304
2019
Q4 		$26K Buy
512
+2
+0.4% +$103 0.02% 367
2019
Q3 		$26K Buy
510
+2
+0.4% +$103 0.02% 349
2019
Q2 		$26K Buy
508
+298
+142% +$15K 0.02% 362
2019
Q1 		$10K Buy
210
+2
+1% +$98 0.01% 439
2018
Q4 		$10K Buy
+208
New +$10K 0.01% 425

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Liberty Wealth Management's FBND Position: Q2 2026 in Review

Liberty Wealth Management held its Fidelity Total Bond ETF (FBND) position steady in Q2 2026 at 6,463 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #207.

Liberty Wealth Management first reported a position in FBND in Q4 2018 and has held it in 18 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Liberty Wealth Management held 6,463 shares of Fidelity Total Bond ETF worth $295K as of Q2 2026.
  • Liberty Wealth Management left its Fidelity Total Bond ETF share count unchanged in Q2 2026.
  • Fidelity Total Bond ETF made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Liberty Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2018 and has held it in 18 quarters since.
  • 788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.