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Optima Capital’s Fidelity Total Bond ETF FBND Stock Holding History

Optima 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 		$217K Buy
+4,756
New +$217K 0.09% 151
2026
Q1 		– Sell
-2,311
Closed -$107K – 540
2025
Q4 		$107K Buy
+2,311
New +$107K 0.05% 213
2025
Q1 		– Sell
-12,520
Closed -$563K – 150
2024
Q4 		$563K Buy
+12,520
New +$572K 0.39% 75

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

Optima Capital's FBND Position: Q2 2026 in Review

Optima Capital opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2026: 4,756 shares worth $217K. The stake represents 0.09% of the portfolio and ranks #151 among its holdings. This is a return to the name: Optima Capital previously reported a position in FBND as recently as Q4 2025.

Optima Capital first reported a position in FBND in Q4 2024 and has held it in 3 quarters since. The position peaked at $563K in Q4 2024. 312 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Optima Capital held 4,756 shares of Fidelity Total Bond ETF worth $217K as of Q2 2026.
  • Fidelity Total Bond ETF was a new Optima Capital position in Q2 2026.
  • Fidelity Total Bond ETF made up 0.09% of Optima Capital's portfolio in Q2 2026, its #151 holding.
  • Optima Capital first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Optima Capital's Fidelity Total Bond ETF position peaked at $563K in Q4 2024.
  • 312 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.