LWA
FBND icon

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

Lineweaver 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 		$41.1M Buy
903,819
+60,534
+7% +$2.76M 4.89% 2
2026
Q1 		$38.5M Buy
843,285
+46,976
+6% +$2.17M 5.19% 2
2025
Q4 		$36.7M Buy
796,309
+32,854
+4% +$1.52M 5% 2
2025
Q3 		$35.3M Buy
763,455
+105,027
+16% +$4.82M 5.17% 2
2025
Q2 		$30.1M Buy
658,428
+58,414
+10% +$2.64M 4.76% 3
2025
Q1 		$27.4M Buy
600,014
+36,039
+6% +$1.63M 4.67% 3
2024
Q4 		$25.3M Buy
563,975
+34,466
+7% +$1.58M 4.68% 3
2024
Q3 		$24.8M Buy
529,509
+49,190
+10% +$2.27M 4.71% 4
2024
Q2 		$21.6M Buy
480,319
+327,797
+215% +$14.7M 4.47% 4
2024
Q1 		$6.91M Buy
152,522
+5,682
+4% +$258K 1.64% 13
2023
Q4 		$6.76M Buy
+146,840
New +$6.48M 1.75% 13

Other funds holding FBND

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
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
SFG
Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return