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Members Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

Members Wealth’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 		$13.2M Buy
289,217
+24,302
+9% +$1.11M 7.21% 2
2026
Q1 		$12.2M Sell
264,915
-8,415
-3% -$388K 7.27% 2
2025
Q4 		$12.6M Buy
273,330
+35,656
+15% +$1.65M 7.91% 2
2025
Q3 		$11M Buy
+237,674
New +$10.9M 6.98% 2
2025
Q1 		$8.44M Sell
184,837
-6,540
-3% -$296K 6.36% 2
2024
Q4 		$8.59M Buy
+191,377
New +$8.75M 6.42% 2
2024
Q2 		$9.46M Buy
+208,418
New +$9.34M 6.35% 2

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
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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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

Members Wealth's FBND Position: Q2 2026 in Review

Members Wealth increased its Fidelity Total Bond ETF (FBND) stake by 9.2% in Q2 2026, buying an estimated $1.11M and bringing the position to 289,217 shares worth $13.2M. The position accounts for 7.21% of the portfolio, ranked #2.

Members Wealth first reported a position in FBND in Q2 2024 and has held it in 7 quarters since. 415 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Members Wealth held 289,217 shares of Fidelity Total Bond ETF worth $13.2M as of Q2 2026.
  • Members Wealth bought 24,302 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.11M.
  • Fidelity Total Bond ETF made up 7.21% of Members Wealth's portfolio in Q2 2026, its #2 holding.
  • Members Wealth first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • 415 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.