Money Concepts Capital’s Fidelity Total Bond ETF FBND Stock Holding History

Money Concepts Capital’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	$1.02M	Buy	22,383 +4,502	+25%	+$205K	0.05%	305
2026 Q1	$816K	Buy	17,881 +4,086	+30%	+$188K	0.05%	312
2025 Q4	$635K	Buy	13,795 +8,660	+169%	+$402K	0.04%	313
2025 Q3	$237K	Buy	+5,135	New	+$236K	0.01%	427
2023 Q1	–	Sell	-1,028	Closed	-$46.3K	–	1266
2022 Q4	$46.3K	Buy	+1,028	New	+$46.1K	﹤0.01%	1280
2022 Q2	–	Sell	-28	Closed	-$1K	–	1809
2022 Q1	$1K	Buy	+28	New	+$1.43K	﹤0.01%	2558

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 22.9% 1-Year Est. Return

Money Concepts Capital's FBND Position: Q2 2026 in Review

Money Concepts Capital increased its Fidelity Total Bond ETF (FBND) stake by 25% in Q2 2026, buying an estimated $205K and bringing the position to 22,383 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #305.

Money Concepts Capital first reported a position in FBND in Q1 2022 and has held it in 6 quarters since. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Money Concepts Capital held 22,383 shares of Fidelity Total Bond ETF worth $1.02M as of Q2 2026.
Money Concepts Capital bought 4,502 Fidelity Total Bond ETF shares in Q2 2026, an estimated $205K.
Fidelity Total Bond ETF made up 0.05% of Money Concepts Capital's portfolio in Q2 2026, its #305 holding.
Money Concepts Capital first reported a position in Fidelity Total Bond ETF in Q1 2022 and has held it in 6 quarters since.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.