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

Robertson Stephens 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	$1.35M	Sell	29,640 -3,431	-10%	-$157K	0.03%	267
2026 Q1	$1.51M	Sell	33,071 -66,091	-67%	-$3.05M	0.04%	240
2025 Q4	$4.59M	Buy	99,162 +9,993	+11%	+$464K	0.12%	124
2025 Q3	$4.14M	Buy	89,169 +56,195	+170%	+$2.58M	0.13%	119
2025 Q2	$1.51M	Sell	32,974 -24,016	-42%	-$1.09M	0.05%	220
2025 Q1	$2.61M	Sell	56,990 -32,620	-36%	-$1.48M	0.09%	167
2024 Q4	$4.04M	Sell	89,610 -2,654	-3%	-$121K	0.14%	131
2024 Q3	$4.32M	Buy	+92,264	New	+$4.26M	0.16%	128

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

Robertson Stephens Wealth Management's FBND Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 10% in Q2 2026, selling an estimated $157K and leaving 29,640 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #267.

Robertson Stephens Wealth Management first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.59M in Q4 2025. 415 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Robertson Stephens Wealth Management held 29,640 shares of Fidelity Total Bond ETF worth $1.35M as of Q2 2026.
Robertson Stephens Wealth Management sold 3,431 Fidelity Total Bond ETF shares in Q2 2026, an estimated $157K.
Fidelity Total Bond ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #267 holding.
Robertson Stephens Wealth Management first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
Robertson Stephens Wealth Management's Fidelity Total Bond ETF position peaked at $4.59M in Q4 2025.
415 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.