Scott Capital Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Scott Capital 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	$32.9M	Buy	722,949 +329,744	+84%	+$15M	5.15%	9
2026 Q1	$18M	Buy	393,205 +51,788	+15%	+$2.39M	3.65%	9
2025 Q4	$15.7M	Buy	341,417 +35,176	+11%	+$1.63M	3.48%	9
2025 Q3	$14.2M	Buy	306,241 +266,714	+675%	+$12.2M	3.21%	10
2025 Q2	$1.8M	Buy	39,527 +30,434	+335%	+$1.38M	0.49%	19
2025 Q1	$415K	Buy	9,093 +467	+5%	+$21.2K	0.12%	36
2024 Q4	$383K	Sell	8,626 -104	-1%	-$4.75K	0.11%	37
2024 Q3	$408K	Buy	8,730 +93	+1%	+$4.3K	0.12%	38
2024 Q2	$391K	Sell	8,637 -4,494	-34%	-$201K	0.12%	37
2024 Q1	$591K	Buy	13,131 +2,912	+28%	+$132K	0.18%	31
2023 Q4	$470K	Buy	10,219 +581	+6%	+$25.6K	0.16%	35
2023 Q3	$416K	Buy	9,638 +1,684	+21%	+$75.3K	0.17%	35
2023 Q2	$361K	Buy	7,954 +1,026	+15%	+$47K	0.16%	37
2023 Q1	$319K	Buy	6,928 +2,395	+53%	+$110K	0.15%	38
2022 Q4	$204K	Buy	+4,533	New	+$203K	0.12%	44

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

Scott Capital Advisors's FBND Position: Q2 2026 in Review

Scott Capital Advisors increased its Fidelity Total Bond ETF (FBND) stake by 84% in Q2 2026, buying an estimated $15M and bringing the position to 722,949 shares worth $32.9M. The position accounts for 5.15% of the portfolio, ranked #9.

Scott Capital Advisors first reported a position in FBND in Q4 2022 and has held it in 15 quarters since. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Scott Capital Advisors held 722,949 shares of Fidelity Total Bond ETF worth $32.9M as of Q2 2026.
Scott Capital Advisors bought 329,744 Fidelity Total Bond ETF shares in Q2 2026, an estimated $15M.
Fidelity Total Bond ETF made up 5.15% of Scott Capital Advisors's portfolio in Q2 2026, its #9 holding.
Scott Capital Advisors first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 15 quarters since.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.