McAdam LLC’s Fidelity Total Bond ETF FBND Stock Holding History

McAdam LLC’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	$939K	Sell	20,641 -16,987	-45%	-$775K	0.04%	177
2026 Q1	$1.72M	Sell	37,628 -1,967	-5%	-$90.7K	0.08%	118
2025 Q4	$1.82M	Sell	39,595 -337	-0.8%	-$15.6K	0.08%	114
2025 Q3	$1.85M	Sell	39,932 -104	-0.3%	-$4.78K	0.09%	105
2025 Q2	$1.83M	Buy	40,036 +17,426	+77%	+$789K	0.1%	105
2025 Q1	$1.03M	Buy	22,610 +10,911	+93%	+$494K	0.06%	125
2024 Q4	$525K	Buy	+11,699	New	+$535K	0.03%	201

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

McAdam LLC's FBND Position: Q2 2026 in Review

McAdam LLC reduced its Fidelity Total Bond ETF (FBND) stake by 45% in Q2 2026, selling an estimated $775K and leaving 20,641 shares worth $939K. The position accounts for 0.04% of the portfolio, ranked #177.

McAdam LLC first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q3 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

McAdam LLC held 20,641 shares of Fidelity Total Bond ETF worth $939K as of Q2 2026.
McAdam LLC sold 16,987 Fidelity Total Bond ETF shares in Q2 2026, an estimated $775K.
Fidelity Total Bond ETF made up 0.04% of McAdam LLC's portfolio in Q2 2026, its #177 holding.
McAdam LLC first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
McAdam LLC's Fidelity Total Bond ETF position peaked at $1.85M in Q3 2025.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.