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

New Insight 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	$18.9M	Buy	416,538 +20,753	+5%	+$947K	5.59%	2
2026 Q1	$18.1M	Buy	395,785 +9,008	+2%	+$415K	6.47%	2
2025 Q4	$17.8M	Buy	386,777 +19,774	+5%	+$918K	6.36%	2
2025 Q3	$17M	Buy	367,003 +27,335	+8%	+$1.26M	6.38%	2
2025 Q2	$15.5M	Buy	339,668 +19,844	+6%	+$898K	6.39%	2
2025 Q1	$14.6M	Buy	319,824 +71,632	+29%	+$3.24M	6.63%	3
2024 Q4	$11.1M	Buy	248,192 +57,827	+30%	+$2.64M	5.58%	4
2024 Q3	$8.9M	Buy	190,365 +31,471	+20%	+$1.45M	4.68%	5
2024 Q2	$7.14M	Buy	158,894 +27,564	+21%	+$1.23M	4.2%	5
2024 Q1	$5.95M	Buy	131,330 +11,719	+10%	+$532K	3.72%	7
2023 Q4	$5.51M	Buy	+119,611	New	+$5.28M	3.71%	8

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

New Insight Wealth Advisors's FBND Position: Q2 2026 in Review

New Insight Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 5.2% in Q2 2026, buying an estimated $947K and bringing the position to 416,538 shares worth $18.9M. The position accounts for 5.59% of the portfolio, ranked #2.

New Insight Wealth Advisors first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. 791 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

New Insight Wealth Advisors held 416,538 shares of Fidelity Total Bond ETF worth $18.9M as of Q2 2026.
New Insight Wealth Advisors bought 20,753 Fidelity Total Bond ETF shares in Q2 2026, an estimated $947K.
Fidelity Total Bond ETF made up 5.59% of New Insight Wealth Advisors's portfolio in Q2 2026, its #2 holding.
New Insight Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
791 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.