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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

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 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. 276 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.
  • 276 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.