Nikulski Financial’s Fidelity Total Bond ETF FBND Stock Holding History

Nikulski Financial’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	$307K	Hold	6,752	–	–	0.07%	155
2026 Q1	$308K	Buy	+6,752	New	+$311K	0.08%	152
2022 Q1	–	Sell	-4,237	Closed	-$225K	–	131
2021 Q4	$225K	Hold	4,237	–	–	0.09%	113
2021 Q3	$225K	Hold	4,237	–	–	0.1%	108
2021 Q2	$227K	Sell	4,237 -2,655	-39%	-$141K	0.11%	112
2021 Q1	$361K	Hold	6,892	–	–	0.19%	92
2020 Q4	$374K	Sell	6,892 -436	-6%	-$23.8K	0.21%	84
2020 Q3	$400K	Hold	7,328	–	–	0.25%	72
2020 Q2	$395K	Sell	7,328 -2,157	-23%	-$115K	0.28%	72
2020 Q1	$491K	Sell	9,485 -9,578	-50%	-$496K	0.43%	48
2019 Q4	$998K	Sell	19,063 -983	-5%	-$50.8K	0.72%	37
2019 Q3	$1.04M	Sell	20,046 -745	-4%	-$38.4K	0.86%	34
2019 Q2	$1.06M	Sell	20,791 -3,753	-15%	-$189K	0.9%	34
2019 Q1	$1.23M	Sell	24,544 -197	-0.8%	-$9.7K	1.19%	27
2018 Q4	$1.2M	Sell	24,741 -517	-2%	-$24.9K	1.26%	26
2018 Q3	$1.21M	Sell	25,258 -7,248	-22%	-$354K	1.13%	28
2018 Q2	$1.59M	Buy	32,506 +3,524	+12%	+$172K	1.46%	27
2018 Q1	$1.42M	Buy	28,982 +23,620	+441%	+$1.17M	1.41%	28
2017 Q4	$269K	Buy	+5,362	New	+$270K	0.29%	61

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 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

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

Nikulski Financial's FBND Position: Q2 2026 in Review

Nikulski Financial held its Fidelity Total Bond ETF (FBND) position steady in Q2 2026 at 6,752 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #155.

Nikulski Financial first reported a position in FBND in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.59M in Q2 2018. 386 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Nikulski Financial held 6,752 shares of Fidelity Total Bond ETF worth $307K as of Q2 2026.
Nikulski Financial left its Fidelity Total Bond ETF share count unchanged in Q2 2026.
Fidelity Total Bond ETF made up 0.07% of Nikulski Financial's portfolio in Q2 2026, its #155 holding.
Nikulski Financial first reported a position in Fidelity Total Bond ETF in Q4 2017 and has held it in 19 quarters since.
Nikulski Financial's Fidelity Total Bond ETF position peaked at $1.59M in Q2 2018.
386 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.