Saxon Interests’s Fidelity Total Bond ETF FBND Stock Holding History

Saxon Interests’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	$277K	Buy	6,087 +555	+10%	+$25.3K	0.08%	203
2026 Q1	$252K	Buy	5,532 +34	+0.6%	+$1.57K	0.09%	200
2025 Q4	$253K	Buy	5,498 +39	+0.7%	+$1.81K	0.09%	181
2025 Q3	$250K	Buy	5,459 +17	+0.3%	+$781	0.1%	180
2025 Q2	$248K	Hold	5,442	–	–	0.12%	156
2025 Q1	$248K	Sell	5,442 -23	-0.4%	-$1.04K	0.12%	156
2024 Q4	$245K	Sell	5,465 -2,568	-32%	-$117K	0.11%	160
2024 Q3	$375K	Buy	8,033 +2,808	+54%	+$130K	0.17%	121
2024 Q2	$235K	Buy	5,225 +154	+3%	+$6.9K	0.11%	150
2024 Q1	$230K	Buy	+5,071	New	+$230K	0.11%	159
2023 Q4	–	Sell	-98,978	Closed	-$4.31M	–	195
2023 Q3	$4.31M	Buy	+98,978	New	+$4.43M	2.9%	7

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

Saxon Interests's FBND Position: Q2 2026 in Review

Saxon Interests increased its Fidelity Total Bond ETF (FBND) stake by 10% in Q2 2026, buying an estimated $25.3K and bringing the position to 6,087 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #203.

Saxon Interests first reported a position in FBND in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.31M in Q3 2023. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Saxon Interests held 6,087 shares of Fidelity Total Bond ETF worth $277K as of Q2 2026.
Saxon Interests bought 555 Fidelity Total Bond ETF shares in Q2 2026, an estimated $25.3K.
Fidelity Total Bond ETF made up 0.08% of Saxon Interests's portfolio in Q2 2026, its #203 holding.
Saxon Interests first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 11 quarters since.
Saxon Interests's Fidelity Total Bond ETF position peaked at $4.31M in Q3 2023.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.