Sherrill & Hutchins Financial Advisory’s Fidelity Total Bond ETF FBND Stock Holding History

Sherrill & Hutchins Financial Advisory’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	$42.9M	Buy	943,913 +38,451	+4%	+$1.75M	20.53%	2
2026 Q1	$41.3M	Buy	905,462 +8,868	+1%	+$409K	24.4%	2
2025 Q4	$41.3M	Buy	896,594 +16,820	+2%	+$780K	29.27%	2
2025 Q3	$40.7M	Buy	879,774 +17,079	+2%	+$784K	29.47%	2
2025 Q2	$39.5M	Buy	862,695 +8,151	+1%	+$369K	30.67%	2
2025 Q1	$39M	Buy	854,544 +30,616	+4%	+$1.39M	33.26%	2
2024 Q4	$37M	Buy	823,928 +31,301	+4%	+$1.43M	32.68%	2
2024 Q3	$37M	Buy	792,627 +9,842	+1%	+$455K	32%	2
2024 Q2	$35.2M	Buy	782,785 +37,713	+5%	+$1.69M	31.73%	2
2024 Q1	$33.8M	Buy	745,072 +17,317	+2%	+$786K	30.74%	2
2023 Q4	$33.5M	Buy	+727,755	New	+$32.1M	31.49%	2

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 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

Sherrill & Hutchins Financial Advisory's FBND Position: Q2 2026 in Review

Sherrill & Hutchins Financial Advisory increased its Fidelity Total Bond ETF (FBND) stake by 4.2% in Q2 2026, buying an estimated $1.75M and bringing the position to 943,913 shares worth $42.9M. The position accounts for 20.53% of the portfolio, ranked #2.

Sherrill & Hutchins Financial Advisory first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. 400 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Sherrill & Hutchins Financial Advisory held 943,913 shares of Fidelity Total Bond ETF worth $42.9M as of Q2 2026.
Sherrill & Hutchins Financial Advisory bought 38,451 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.75M.
Fidelity Total Bond ETF made up 20.53% of Sherrill & Hutchins Financial Advisory's portfolio in Q2 2026, its #2 holding.
Sherrill & Hutchins Financial Advisory first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
400 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.