Slagle Financial’s Fidelity Total Bond ETF FBND Stock Holding History

Slagle Financial’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	$1.78M	Sell	39,099 -218	-0.6%	-$9.94K	0.53%	61
2026 Q1	$1.79M	Buy	39,317 +387	+1%	+$17.8K	0.59%	64
2025 Q4	$1.79M	Sell	38,930 -1,571	-4%	-$72.9K	0.63%	60
2025 Q3	$1.87M	Buy	40,501 +1,366	+3%	+$62.7K	0.69%	59
2025 Q2	$1.79M	Sell	39,135 -60,310	-61%	-$2.73M	0.72%	57
2025 Q1	$4.54M	Buy	99,445 +7,796	+9%	+$353K	2.02%	15
2024 Q4	$4.11M	Buy	91,649 +4,769	+5%	+$218K	1.85%	16
2024 Q3	$4.06M	Buy	86,880 +11,066	+15%	+$511K	1.8%	17
2024 Q2	$3.41M	Buy	75,814 +2,816	+4%	+$126K	1.75%	15
2024 Q1	$3.31M	Sell	72,998 -69,256	-49%	-$3.14M	1.79%	12
2023 Q4	$3.27M	Buy	142,254 +79,666	+127%	+$3.52M	1.88%	14
2023 Q3	$2.73M	Buy	62,588 +781	+1%	+$34.9K	1.67%	15
2023 Q2	$2.81M	Buy	+61,807	New	+$2.83M	1.75%	13

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

Slagle Financial's FBND Position: Q2 2026 in Review

Slagle Financial reduced its Fidelity Total Bond ETF (FBND) stake by 0.55% in Q2 2026, selling an estimated $9.94K and leaving 39,099 shares worth $1.78M. The position accounts for 0.53% of the portfolio, ranked #61.

Slagle Financial first reported a position in FBND in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.54M in Q1 2025. 415 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Slagle Financial held 39,099 shares of Fidelity Total Bond ETF worth $1.78M as of Q2 2026.
Slagle Financial sold 218 Fidelity Total Bond ETF shares in Q2 2026, an estimated $9.94K.
Fidelity Total Bond ETF made up 0.53% of Slagle Financial's portfolio in Q2 2026, its #61 holding.
Slagle Financial first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 13 quarters since.
Slagle Financial's Fidelity Total Bond ETF position peaked at $4.54M in Q1 2025.
415 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.