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

Opal 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	$5.24M	Buy	115,109 +10,898	+10%	+$497K	1.13%	12
2026 Q1	$4.75M	Buy	104,211 +6,684	+7%	+$308K	1.07%	11
2025 Q4	$4.49M	Buy	97,527 +17	+0%	+$789	1.17%	13
2025 Q3	$4.51M	Buy	97,510 +6,038	+7%	+$277K	1.25%	13
2025 Q2	$4.18M	Buy	91,472 +3,216	+4%	+$146K	1.16%	11
2025 Q1	$4.03M	Buy	88,256 +11,130	+14%	+$504K	1.24%	9
2024 Q4	$3.46M	Buy	77,126 +10,494	+16%	+$480K	1.04%	17
2024 Q3	$3.11M	Buy	66,632 +5,468	+9%	+$253K	0.98%	17
2024 Q2	$2.75M	Buy	61,164 +4,620	+8%	+$207K	0.88%	17
2024 Q1	$2.56M	Buy	56,544 +21,362	+61%	+$969K	0.87%	19
2023 Q4	$1.62M	Buy	35,182 +1,372	+4%	+$60.5K	0.64%	27
2023 Q3	$1.47M	Buy	+33,810	New	+$1.51M	0.86%	17

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

Opal Wealth Advisors's FBND Position: Q2 2026 in Review

Opal Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 10% in Q2 2026, buying an estimated $497K and bringing the position to 115,109 shares worth $5.24M. The position accounts for 1.13% of the portfolio, ranked #12.

Opal Wealth Advisors first reported a position in FBND in Q3 2023 and has held it in 12 quarters since. 415 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Opal Wealth Advisors held 115,109 shares of Fidelity Total Bond ETF worth $5.24M as of Q2 2026.
Opal Wealth Advisors bought 10,898 Fidelity Total Bond ETF shares in Q2 2026, an estimated $497K.
Fidelity Total Bond ETF made up 1.13% of Opal Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Opal Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 12 quarters since.
415 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.