Merkkuri Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Merkkuri Wealth Advisors’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	$6.77M	Sell	148,873 -20,935	-12%	-$955K	4.2%	3
2026 Q1	$7.75M	Sell	169,808 -3,696	-2%	-$170K	5.13%	2
2025 Q4	$7.99M	Buy	173,504 +54,203	+45%	+$2.52M	5.44%	2
2025 Q3	$5.52M	Buy	119,301 +9,050	+8%	+$416K	4%	4
2025 Q2	$5.04M	Buy	110,251 +4,855	+5%	+$220K	3.83%	4
2025 Q1	$4.81M	Sell	105,396 -9,292	-8%	-$421K	4.12%	3
2024 Q4	$5.15M	Buy	114,688 +10,384	+10%	+$475K	4.07%	5
2024 Q3	$4.88M	Buy	104,304 +15,250	+17%	+$705K	3.85%	6
2024 Q2	$4M	Buy	+89,054	New	+$3.99M	3.68%	7

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

Merkkuri Wealth Advisors's FBND Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 12% in Q2 2026, selling an estimated $955K and leaving 148,873 shares worth $6.77M. The position accounts for 4.2% of the portfolio, ranked #3.

Merkkuri Wealth Advisors first reported a position in FBND in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.99M in Q4 2025. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Merkkuri Wealth Advisors held 148,873 shares of Fidelity Total Bond ETF worth $6.77M as of Q2 2026.
Merkkuri Wealth Advisors sold 20,935 Fidelity Total Bond ETF shares in Q2 2026, an estimated $955K.
Fidelity Total Bond ETF made up 4.2% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Merkkuri Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's Fidelity Total Bond ETF position peaked at $7.99M in Q4 2025.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.