SilverOak Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

SilverOak Wealth Management’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	$9.92M	Buy	217,999 +46,836	+27%	+$2.14M	1.28%	17
2026 Q1	$7.81M	Buy	171,163 +14,983	+10%	+$691K	1.23%	15
2025 Q4	$7.19M	Buy	156,180 +6,658	+4%	+$309K	1.13%	15
2025 Q3	$6.91M	Buy	149,522 +9,339	+7%	+$429K	1.17%	13
2025 Q2	$6.41M	Buy	140,183 +8,215	+6%	+$372K	1.2%	12
2025 Q1	$6.02M	Buy	131,968 +39,945	+43%	+$1.81M	1.3%	12
2024 Q4	$4.13M	Buy	92,023 +23,664	+35%	+$1.08M	0.89%	17
2024 Q3	$3.2M	Buy	68,359 +9,556	+16%	+$442K	0.72%	20
2024 Q2	$2.64M	Buy	58,803 +2,635	+5%	+$118K	0.63%	22
2024 Q1	$2.54M	Buy	56,168 +10,790	+24%	+$490K	0.63%	23
2023 Q4	$2.09M	Buy	+45,378	New	+$2M	0.56%	24

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

SilverOak Wealth Management's FBND Position: Q2 2026 in Review

SilverOak Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 27% in Q2 2026, buying an estimated $2.14M and bringing the position to 217,999 shares worth $9.92M. The position accounts for 1.28% of the portfolio, ranked #17.

SilverOak Wealth Management first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

SilverOak Wealth Management held 217,999 shares of Fidelity Total Bond ETF worth $9.92M as of Q2 2026.
SilverOak Wealth Management bought 46,836 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.14M.
Fidelity Total Bond ETF made up 1.28% of SilverOak Wealth Management's portfolio in Q2 2026, its #17 holding.
SilverOak Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.