Sax Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History
Bought
Maintained
Sold
Other funds holding FBND
DWM
MWM
Sax Wealth Advisors's FBND Position: Q2 2026 in Review
Sax Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 12% in Q2 2026, buying an estimated $22.5M and bringing the position to 4,491,470 shares worth $205M. The position accounts for 8.33% of the portfolio, ranked #2.
Sax Wealth Advisors first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.
- Sax Wealth Advisors held 4,491,470 shares of Fidelity Total Bond ETF worth $205M as of Q2 2026.
- Sax Wealth Advisors bought 492,774 Fidelity Total Bond ETF shares in Q2 2026, an estimated $22.5M.
- Fidelity Total Bond ETF made up 8.33% of Sax Wealth Advisors's portfolio in Q2 2026, its #2 holding.
- Sax Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
- 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.
Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.