Schneider Downs Wealth Management Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Schneider Downs Wealth Management Advisors’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	$17.1M	Buy	376,993 +20,068	+6%	+$915K	1.61%	13
2026 Q1	$16.3M	Buy	356,925 +30,747	+9%	+$1.42M	1.8%	13
2025 Q4	$15M	Buy	326,178 +24,475	+8%	+$1.14M	1.69%	13
2025 Q3	$14M	Buy	301,703 +40,812	+16%	+$1.87M	1.66%	13
2025 Q2	$11.9M	Buy	260,891 +63,765	+32%	+$2.89M	1.78%	14
2025 Q1	$9M	Buy	197,126 +25,233	+15%	+$1.14M	1.63%	15
2024 Q4	$7.71M	Buy	171,893 +25,803	+18%	+$1.18M	1.45%	18
2024 Q3	$6.83M	Buy	146,090 +10,438	+8%	+$482K	1.4%	18
2024 Q2	$6.09M	Buy	+135,652	New	+$6.08M	1.36%	20

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

Schneider Downs Wealth Management Advisors's FBND Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its Fidelity Total Bond ETF (FBND) stake by 5.6% in Q2 2026, buying an estimated $915K and bringing the position to 376,993 shares worth $17.1M. The position accounts for 1.61% of the portfolio, ranked #13.

Schneider Downs Wealth Management Advisors first reported a position in FBND in Q2 2024 and has held it in 9 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Schneider Downs Wealth Management Advisors held 376,993 shares of Fidelity Total Bond ETF worth $17.1M as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 20,068 Fidelity Total Bond ETF shares in Q2 2026, an estimated $915K.
Fidelity Total Bond ETF made up 1.61% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #13 holding.
Schneider Downs Wealth Management Advisors first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 9 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.