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

McGlone Suttner 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	$50.7M	Buy	1,114,382 +46,325	+4%	+$2.11M	5.95%	5
2026 Q1	$48.7M	Buy	1,068,057 +50,721	+5%	+$2.34M	6.45%	5
2025 Q4	$46.8M	Buy	1,017,336 +31,304	+3%	+$1.45M	6.3%	5
2025 Q3	$45.6M	Buy	986,032 +21,091	+2%	+$968K	6.38%	5
2025 Q2	$44.1M	Buy	964,941 +33,417	+4%	+$1.51M	6.67%	5
2025 Q1	$42.5M	Buy	931,524 +35,734	+4%	+$1.62M	6.98%	5
2024 Q4	$40.2M	Buy	895,790 +247,922	+38%	+$11.3M	6.71%	5
2024 Q3	$30.3M	Sell	647,868 -116,169	-15%	-$5.37M	6.3%	5
2024 Q2	$35.2M	Sell	764,037 -29,253	-4%	-$1.31M	7.23%	4
2024 Q1	$35.9M	Buy	793,290 +29,253	+4%	+$1.33M	6.74%	5
2023 Q4	$35.2M	Buy	764,037 +30,856	+4%	+$1.36M	6.95%	4
2023 Q3	$31.9M	Buy	733,181 +97,552	+15%	+$4.36M	7.4%	4
2023 Q2	$28.9M	Buy	635,629 +90,859	+17%	+$4.16M	6.59%	4
2023 Q1	$25.1M	Buy	544,770 +99,839	+22%	+$4.58M	6.44%	4
2022 Q4	$20M	Buy	+444,931	New	+$20M	6.36%	4

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

McGlone Suttner Wealth Management's FBND Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 4.3% in Q2 2026, buying an estimated $2.11M and bringing the position to 1,114,382 shares worth $50.7M. The position accounts for 5.95% of the portfolio, ranked #5.

McGlone Suttner Wealth Management first reported a position in FBND in Q4 2022 and has held it in 15 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

McGlone Suttner Wealth Management held 1,114,382 shares of Fidelity Total Bond ETF worth $50.7M as of Q2 2026.
McGlone Suttner Wealth Management bought 46,325 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.11M.
Fidelity Total Bond ETF made up 5.95% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #5 holding.
McGlone Suttner Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 15 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.