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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 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. 792 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.
792 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.