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Oak Harvest Investment Services’s Fidelity Total Bond ETF FBND Stock Holding History

Oak Harvest Investment Services’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 		– Sell
-5,583
Closed -$255K – 177
2026
Q1 		$255K Buy
+5,583
New +$257K 0.03% 152

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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Oak Harvest Investment Services's FBND Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 5,583 shares — an estimated $255K sold.

Oak Harvest Investment Services first reported a position in FBND in Q1 2026 and held it in 1 quarter. The position peaked at $255K in Q1 2026. 312 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 5,583 Fidelity Total Bond ETF shares in Q2 2026, an estimated $255K.
  • Oak Harvest Investment Services first reported a position in Fidelity Total Bond ETF in Q1 2026 and held it in 1 quarter.
  • Oak Harvest Investment Services's Fidelity Total Bond ETF position peaked at $255K in Q1 2026.
  • 312 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.