Riverbend Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Riverbend Wealth Management’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	$2.22M	Buy	48,852 +4,353	+10%	+$199K	1.12%	23
2026 Q1	$2.03M	Buy	44,499 +1,387	+3%	+$64K	1.16%	22
2025 Q4	$1.98M	Sell	43,112 -1,755	-4%	-$81.4K	1.23%	20
2025 Q3	$2.07M	Buy	44,867 +7,444	+20%	+$342K	1.45%	16
2025 Q2	$1.71M	Sell	37,423 -3,778	-9%	-$171K	1.3%	20
2025 Q1	$1.88M	Buy	41,201 +2,156	+6%	+$97.7K	1.68%	15
2024 Q4	$1.75M	Buy	+39,045	New	+$1.78M	1.56%	16

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

Riverbend Wealth Management's FBND Position: Q2 2026 in Review

Riverbend Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 9.8% in Q2 2026, buying an estimated $199K and bringing the position to 48,852 shares worth $2.22M. The position accounts for 1.12% of the portfolio, ranked #23.

Riverbend Wealth Management first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 415 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Riverbend Wealth Management held 48,852 shares of Fidelity Total Bond ETF worth $2.22M as of Q2 2026.
Riverbend Wealth Management bought 4,353 Fidelity Total Bond ETF shares in Q2 2026, an estimated $199K.
Fidelity Total Bond ETF made up 1.12% of Riverbend Wealth Management's portfolio in Q2 2026, its #23 holding.
Riverbend Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
415 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.