Mitchell McLeod Pugh & Williams’s Fidelity Total Bond ETF FBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.38M Buy
30,316
+6,541
+28% +$298K 0.17% 113
2026
Q1
$1.08M Buy
23,775
+1,229
+5% +$56.7K 0.16% 119
2025
Q4
$1.04M Buy
22,546
+7,593
+51% +$352K 0.15% 124
2025
Q3
$701K Buy
14,953
+9,694
+184% +$445K 0.11% 148
2025
Q2
$241K Buy
+5,259
New +$238K 0.04% 252

Other funds holding FBND

Mitchell McLeod Pugh & Williams's FBND Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Fidelity Total Bond ETF (FBND) stake by 28% in Q2 2026, buying an estimated $298K and bringing the position to 30,316 shares worth $1.38M. The position accounts for 0.17% of the portfolio, ranked #113.

Mitchell McLeod Pugh & Williams first reported a position in FBND in Q2 2025 and has held it in 5 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 30,316 shares of Fidelity Total Bond ETF worth $1.38M as of Q2 2026.
  • Mitchell McLeod Pugh & Williams bought 6,541 Fidelity Total Bond ETF shares in Q2 2026, an estimated $298K.
  • Fidelity Total Bond ETF made up 0.17% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #113 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.