Savvy Advisors Inc’s Fidelity Total Bond ETF FBND Stock Holding History

Savvy Advisors Inc’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	$3.88M	Buy	85,184 +1,756	+2%	+$80.1K	0.08%	191
2026 Q1	$3.81M	Sell	83,428 -14,751	-15%	-$680K	0.1%	155
2025 Q4	$4.52M	Buy	98,179 +22,601	+30%	+$1.05M	0.15%	110
2025 Q3	$3.49M	Sell	75,578 -2,321	-3%	-$107K	0.16%	95
2025 Q2	$3.56M	Sell	77,899 -1,531	-2%	-$69.3K	0.24%	68
2025 Q1	$3.63M	Buy	79,430 +20,338	+34%	+$921K	0.36%	54
2024 Q4	$2.65M	Buy	59,092 +54,769	+1,267%	+$2.5M	0.32%	56
2024 Q3	$202K	Buy	+4,323	New	+$200K	0.04%	337
2024 Q2	–	Sell	-4,499	Closed	-$204K	–	305
2024 Q1	$204K	Buy	+4,499	New	+$204K	0.12%	213

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

Savvy Advisors Inc's FBND Position: Q2 2026 in Review

Savvy Advisors Inc increased its Fidelity Total Bond ETF (FBND) stake by 2.1% in Q2 2026, buying an estimated $80.1K and bringing the position to 85,184 shares worth $3.88M. The position accounts for 0.08% of the portfolio, ranked #191.

Savvy Advisors Inc first reported a position in FBND in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.52M in Q4 2025. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Savvy Advisors Inc held 85,184 shares of Fidelity Total Bond ETF worth $3.88M as of Q2 2026.
Savvy Advisors Inc bought 1,756 Fidelity Total Bond ETF shares in Q2 2026, an estimated $80.1K.
Fidelity Total Bond ETF made up 0.08% of Savvy Advisors Inc's portfolio in Q2 2026, its #191 holding.
Savvy Advisors Inc first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 9 quarters since.
Savvy Advisors Inc's Fidelity Total Bond ETF position peaked at $4.52M in Q4 2025.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.