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LWM Advisory Services’s Fidelity Total Bond ETF FBND Stock Holding History

LWM Advisory Services’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 		$1.37M Buy
+30,029
New +$1.37M 2.44% 7

Other funds holding FBND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

LWM Advisory Services's FBND Position: Q2 2026 in Review

LWM Advisory Services opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2026: 30,029 shares worth $1.37M. The stake represents 2.44% of the portfolio and ranks #7 among its holdings.

490 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • LWM Advisory Services held 30,029 shares of Fidelity Total Bond ETF worth $1.37M as of Q2 2026.
  • Fidelity Total Bond ETF was a new LWM Advisory Services position in Q2 2026.
  • Fidelity Total Bond ETF made up 2.44% of LWM Advisory Services's portfolio in Q2 2026, its #7 holding.
  • 490 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.