LWM
FBND icon

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

LongView 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 		$14.1M Buy
309,647
+10,073
+3% +$459K 3.61% 4
2026
Q1 		$13.8M Buy
299,574
+48,640
+19% +$2.24M 3.46% 4
2025
Q4 		$11.6M Buy
250,934
+44,268
+21% +$2.05M 2.8% 7
2025
Q3 		$9.56M Buy
206,666
+24,000
+13% +$1.1M 2.59% 7
2025
Q2 		$8.36M Buy
182,666
+18,178
+11% +$823K 2.53% 8
2025
Q1 		$7.51M Buy
164,488
+8,058
+5% +$365K 2.25% 9
2024
Q4 		$7.02M Buy
156,430
+11,971
+8% +$547K 2.14% 9
2024
Q3 		$6.75M Buy
144,459
+39,935
+38% +$1.85M 2.16% 9
2024
Q2 		$4.7M Buy
104,524
+4,164
+4% +$187K 1.73% 16
2024
Q1 		$4.55M Buy
100,360
+42,069
+72% +$1.91M 1.8% 14
2023
Q4 		$2.66M Buy
+58,291
New +$2.57M 1.19% 20

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
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

LongView Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 3.4% in Q2 2026, buying an estimated $459K and bringing the position to 309,647 shares worth $14.1M. The position accounts for 3.61% of the portfolio, ranked #4.

LongView Wealth Management first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. 143 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • LongView Wealth Management held 309,647 shares of Fidelity Total Bond ETF worth $14.1M as of Q2 2026.
  • LongView Wealth Management bought 10,073 Fidelity Total Bond ETF shares in Q2 2026, an estimated $459K.
  • Fidelity Total Bond ETF made up 3.61% of LongView Wealth Management's portfolio in Q2 2026, its #4 holding.
  • LongView Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 143 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.