Souders Financial Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Souders Financial Advisors’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	$32.5M	Buy	713,409 +41,695	+6%	+$1.9M	3.26%	7
2026 Q1	$30.6M	Buy	671,714 +17,732	+3%	+$818K	3.5%	7
2025 Q4	$30.1M	Buy	653,982 +71,993	+12%	+$3.34M	3.45%	6
2025 Q3	$26.9M	Buy	581,989 +88,038	+18%	+$4.04M	3.2%	8
2025 Q2	$22.6M	Buy	493,951 +36,616	+8%	+$1.66M	2.88%	8
2025 Q1	$20.9M	Buy	457,335 +103,321	+29%	+$4.68M	2.91%	8
2024 Q4	$15.9M	Buy	354,014 +34,783	+11%	+$1.59M	2.22%	11
2024 Q3	$14.9M	Buy	319,231 +113,947	+56%	+$5.27M	2.08%	12
2024 Q2	$9.22M	Buy	205,284 +12,285	+6%	+$550K	1.39%	18
2024 Q1	$8.74M	Buy	+192,999	New	+$8.76M	1.38%	19

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

Souders Financial Advisors's FBND Position: Q2 2026 in Review

Souders Financial Advisors increased its Fidelity Total Bond ETF (FBND) stake by 6.2% in Q2 2026, buying an estimated $1.9M and bringing the position to 713,409 shares worth $32.5M. The position accounts for 3.26% of the portfolio, ranked #7.

Souders Financial Advisors first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Souders Financial Advisors held 713,409 shares of Fidelity Total Bond ETF worth $32.5M as of Q2 2026.
Souders Financial Advisors bought 41,695 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.9M.
Fidelity Total Bond ETF made up 3.26% of Souders Financial Advisors's portfolio in Q2 2026, its #7 holding.
Souders Financial Advisors first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.