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

Sard Wealth Management Group’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	$27.9M	Buy	612,680 +33,151	+6%	+$1.51M	13.33%	2
2026 Q1	$26.4M	Buy	579,529 +14,403	+3%	+$664K	14.37%	2
2025 Q4	$26M	Buy	565,126 +27,974	+5%	+$1.3M	14.28%	2
2025 Q3	$24.8M	Buy	537,152 +27,603	+5%	+$1.27M	14.17%	2
2025 Q2	$23.3M	Buy	509,549 +10,972	+2%	+$497K	14.37%	2
2025 Q1	$22.8M	Buy	498,577 +9,593	+2%	+$434K	15.25%	2
2024 Q4	$21.9M	Sell	488,984 -988	-0.2%	-$45.1K	14.74%	2
2024 Q3	$22.9M	Buy	489,972 +6,603	+1%	+$305K	15.14%	2
2024 Q2	$21.7M	Buy	483,369 +359,658	+291%	+$16.1M	15.25%	2
2024 Q1	$5.61M	Buy	123,711 +40,858	+49%	+$1.85M	5.06%	5
2023 Q4	$3.81M	Buy	+82,853	New	+$3.66M	3.85%	8

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

Sard Wealth Management Group's FBND Position: Q2 2026 in Review

Sard Wealth Management Group increased its Fidelity Total Bond ETF (FBND) stake by 5.7% in Q2 2026, buying an estimated $1.51M and bringing the position to 612,680 shares worth $27.9M. The position accounts for 13.33% of the portfolio, ranked #2.

Sard Wealth Management Group first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Sard Wealth Management Group held 612,680 shares of Fidelity Total Bond ETF worth $27.9M as of Q2 2026.
Sard Wealth Management Group bought 33,151 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.51M.
Fidelity Total Bond ETF made up 13.33% of Sard Wealth Management Group's portfolio in Q2 2026, its #2 holding.
Sard Wealth Management Group first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.