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

Peterson 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	$2.95M	Sell	64,935 -3,114	-5%	-$142K	0.35%	28
2026 Q1	$3.1M	Sell	68,049 -20,283	-23%	-$935K	0.41%	27
2025 Q4	$4.07M	Sell	88,332 -4,386	-5%	-$204K	0.54%	25
2025 Q3	$4.29M	Sell	92,718 -7,038	-7%	-$323K	0.64%	25
2025 Q2	$4.56M	Sell	99,756 -7,094	-7%	-$321K	0.75%	22
2025 Q1	$4.84M	Sell	106,850 -5,516	-5%	-$250K	0.94%	19
2024 Q4	$5.04M	Buy	112,366 +80,970	+258%	+$3.7M	0.91%	18
2024 Q3	$1.47M	Buy	31,396 +246	+0.8%	+$11.4K	0.28%	30
2024 Q2	$1.4M	Sell	31,150 -637	-2%	-$28.5K	0.29%	27
2024 Q1	$1.44M	Sell	31,787 -2,822	-8%	-$128K	0.31%	27
2023 Q4	$1.59M	Sell	34,609 -3,828	-10%	-$169K	0.38%	25
2023 Q3	$1.67M	Buy	38,437 +4,660	+14%	+$208K	0.45%	24
2023 Q2	$1.53M	Sell	33,777 -1,980	-6%	-$90.6K	0.4%	23
2023 Q1	$1.64M	Buy	35,757 +2,276	+7%	+$104K	0.45%	23
2022 Q4	$1.51M	Buy	+33,481	New	+$1.5M	0.46%	24

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

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

Peterson Wealth Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 4.6% in Q2 2026, selling an estimated $142K and leaving 64,935 shares worth $2.95M. The position accounts for 0.35% of the portfolio, ranked #28.

Peterson Wealth Advisors first reported a position in FBND in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.04M in Q4 2024. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Peterson Wealth Advisors held 64,935 shares of Fidelity Total Bond ETF worth $2.95M as of Q2 2026.
Peterson Wealth Advisors sold 3,114 Fidelity Total Bond ETF shares in Q2 2026, an estimated $142K.
Fidelity Total Bond ETF made up 0.35% of Peterson Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Peterson Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 15 quarters since.
Peterson Wealth Advisors's Fidelity Total Bond ETF position peaked at $5.04M in Q4 2024.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.