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Sonoma Allocations’s Fidelity Total Bond ETF FBND Stock Holding History

Sonoma Allocations’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 		$9.27M Buy
203,946
+10,184
+5% +$465K 2.88% 7
2026
Q1 		$8.86M Sell
193,762
-5,950
-3% -$274K 3.06% 8
2025
Q4 		$9.18M Sell
199,712
-90,620
-31% -$4.21M 3.05% 10
2025
Q3 		$13.6M Buy
+290,332
New +$13.3M 4.94% 6

Other funds holding FBND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 17.81% 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

Sonoma Allocations's FBND Position: Q2 2026 in Review

Sonoma Allocations increased its Fidelity Total Bond ETF (FBND) stake by 5.3% in Q2 2026, buying an estimated $465K and bringing the position to 203,946 shares worth $9.27M. The position accounts for 2.88% of the portfolio, ranked #7.

Sonoma Allocations first reported a position in FBND in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.6M in Q3 2025. 490 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Sonoma Allocations held 203,946 shares of Fidelity Total Bond ETF worth $9.27M as of Q2 2026.
  • Sonoma Allocations bought 10,184 Fidelity Total Bond ETF shares in Q2 2026, an estimated $465K.
  • Fidelity Total Bond ETF made up 2.88% of Sonoma Allocations's portfolio in Q2 2026, its #7 holding.
  • Sonoma Allocations first reported a position in Fidelity Total Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Sonoma Allocations's Fidelity Total Bond ETF position peaked at $13.6M in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.