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

Smallwood Wealth Investment 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 		$96.1K Sell
2,112
-627
-23% -$28.6K 0.04% 145
2026
Q1 		$125K Buy
+2,739
New +$126K 0.07% 108

Other funds holding FBND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Commonwealth Equity Services
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
MG
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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Smallwood Wealth Investment Management's FBND Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Fidelity Total Bond ETF (FBND) stake by 23% in Q2 2026, selling an estimated $28.6K and leaving 2,112 shares worth $96.1K. The position accounts for 0.04% of the portfolio, ranked #145.

Smallwood Wealth Investment Management first reported a position in FBND in Q1 2026 and has held it in 2 quarters since. The position peaked at $125K in Q1 2026. 490 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Smallwood Wealth Investment Management held 2,112 shares of Fidelity Total Bond ETF worth $96.1K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 627 Fidelity Total Bond ETF shares in Q2 2026, an estimated $28.6K.
  • Fidelity Total Bond ETF made up 0.04% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #145 holding.
  • Smallwood Wealth Investment Management first reported a position in Fidelity Total Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Smallwood Wealth Investment Management's Fidelity Total Bond ETF position peaked at $125K in Q1 2026.
  • 490 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.