LW
FBND icon

Linscomb Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

Linscomb Wealth’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 		$24.4M Buy
537,070
+151,829
+39% +$6.93M 1.06% 16
2026
Q1 		$17.6M Buy
385,241
+48,714
+14% +$2.25M 0.78% 20
2025
Q4 		$15.5M Buy
336,527
+39,709
+13% +$1.84M 0.65% 27
2025
Q3 		$13.7M Buy
296,818
+53,766
+22% +$2.47M 0.59% 30
2025
Q2 		$11.1M Buy
243,052
+9,882
+4% +$447K 0.51% 42
2025
Q1 		$10.6M Buy
233,170
+28,662
+14% +$1.3M 0.53% 41
2024
Q4 		$9.18M Buy
204,508
+20,936
+11% +$957K 0.46% 50
2024
Q3 		$8.58M Buy
183,572
+13,686
+8% +$632K 0.43% 55
2024
Q2 		$7.63M Buy
169,886
+9,316
+6% +$417K 0.4% 62
2024
Q1 		$7.28M Buy
160,570
+6,698
+4% +$304K 0.37% 67
2023
Q4 		$7.08M Sell
153,872
-48,853
-24% -$2.16M 0.39% 65
2023
Q3 		$8.83M Buy
202,725
+1,533
+0.8% +$68.5K 0.52% 44
2023
Q2 		$9.14M Sell
201,192
-36,998
-16% -$1.69M 0.49% 48
2023
Q1 		$11M Sell
238,190
-7,657
-3% -$351K 0.57% 37
2022
Q4 		$11.1M Buy
245,847
+26,885
+12% +$1.21M 0.56% 39
2022
Q3 		$9.73M Buy
218,962
+17,717
+9% +$828K 0.59% 39
2022
Q2 		$9.36M Buy
201,245
+53,618
+36% +$2.55M 0.54% 42
2022
Q1 		$7.35M Buy
147,627
+114,302
+343% +$5.84M 0.35% 72
2021
Q4 		$1.77M Buy
33,325
+18,150
+120% +$963K 0.08% 141
2021
Q3 		$806K Buy
15,175
+5,898
+64% +$316K 0.04% 186
2021
Q2 		$495K Buy
9,277
+3,782
+69% +$200K 0.03% 218
2021
Q1 		$288K Buy
+5,495
New +$293K 0.02% 271

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
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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 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

Linscomb Wealth's FBND Position: Q2 2026 in Review

Linscomb Wealth increased its Fidelity Total Bond ETF (FBND) stake by 39% in Q2 2026, buying an estimated $6.93M and bringing the position to 537,070 shares worth $24.4M. The position accounts for 1.06% of the portfolio, ranked #16.

Linscomb Wealth first reported a position in FBND in Q1 2021 and has held it in 22 quarters since. 415 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Linscomb Wealth held 537,070 shares of Fidelity Total Bond ETF worth $24.4M as of Q2 2026.
  • Linscomb Wealth bought 151,829 Fidelity Total Bond ETF shares in Q2 2026, an estimated $6.93M.
  • Fidelity Total Bond ETF made up 1.06% of Linscomb Wealth's portfolio in Q2 2026, its #16 holding.
  • Linscomb Wealth first reported a position in Fidelity Total Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 415 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.