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Provident Living Financial Services’s Fidelity Total Bond ETF FBND Stock Holding History

Provident Living Financial 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 		$11.8M Buy
258,653
+42,281
+20% +$1.93M 11.6% 2
2026
Q1 		$9.87M Sell
216,372
-1,072
-0.5% -$49.4K 10.89% 3
2025
Q4 		$10M Buy
+217,444
New +$10.1M 9.83% 2

Other funds holding FBND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Commonwealth Equity Services
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
MG
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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Provident Living Financial Services's FBND Position: Q2 2026 in Review

Provident Living Financial Services increased its Fidelity Total Bond ETF (FBND) stake by 20% in Q2 2026, buying an estimated $1.93M and bringing the position to 258,653 shares worth $11.8M. The position accounts for 11.6% of the portfolio, ranked #2.

Provident Living Financial Services first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Provident Living Financial Services held 258,653 shares of Fidelity Total Bond ETF worth $11.8M as of Q2 2026.
  • Provident Living Financial Services bought 42,281 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.93M.
  • Fidelity Total Bond ETF made up 11.6% of Provident Living Financial Services's portfolio in Q2 2026, its #2 holding.
  • Provident Living Financial Services first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 534 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Provident Living Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.