SFS
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Sowell Financial Services’s Fidelity Total Bond ETF FBND Stock Holding History

Sowell Financial Services’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 		$3.16M Buy
69,536
+1,026
+1% +$46.8K 0.1% 207
2026
Q1 		$3.13M Buy
68,510
+1,005
+1% +$46.3K 0.12% 192
2025
Q4 		$3.11M Sell
67,505
-28,747
-30% -$1.33M 0.11% 185
2025
Q3 		$4.45M Buy
96,252
+1,710
+2% +$78.5K 0.17% 121
2025
Q2 		$4.33M Buy
94,542
+1,897
+2% +$85.9K 0.18% 120
2025
Q1 		$4.23M Sell
92,645
-16,867
-15% -$764K 0.19% 113
2024
Q4 		$4.91M Buy
109,512
+38,321
+54% +$1.75M 0.26% 93
2024
Q3 		$3.34M Sell
71,191
-37,276
-34% -$1.72M 0.16% 148
2024
Q2 		$4.89M Sell
108,467
-12,255
-10% -$549K 0.23% 104
2024
Q1 		$5.49M Buy
120,722
+4,671
+4% +$212K 0.26% 97
2023
Q4 		$5.37M Buy
116,051
+90,157
+348% +$3.98M 0.29% 87
2023
Q3 		$1.13M Buy
25,894
+3,342
+15% +$149K 0.07% 293
2023
Q2 		$1.03M Buy
22,552
+14,751
+189% +$675K 0.06% 352
2023
Q1 		$359K Sell
7,801
-22,782
-74% -$1.04M 0.03% 516
2022
Q4 		$1.38M Buy
+30,583
New +$1.37M 0.09% 252
2022
Q1 		– Sell
-23,826
Closed -$1.26M – 262
2021
Q4 		$1.26M Buy
23,826
+4,625
+24% +$245K 0.07% 289
2021
Q3 		$1.02M Buy
19,201
+5,684
+42% +$305K 0.07% 293
2021
Q2 		$722K Sell
13,517
-7,155
-35% -$379K 0.05% 362
2021
Q1 		$1.09M Buy
20,672
+4,089
+25% +$218K 0.04% 386
2020
Q4 		$900K Buy
16,583
+149
+0.9% +$8.13K 0.04% 354
2020
Q3 		$898K Buy
16,434
+1,483
+10% +$81.4K 0.04% 320
2020
Q2 		$806K Sell
14,951
-34,641
-70% -$1.84M 0.04% 329
2020
Q1 		$2.57M Buy
49,592
+36,423
+277% +$1.89M 0.19% 121
2019
Q4 		$681K Buy
13,169
+916
+7% +$47.3K 0.05% 363
2019
Q3 		$633K Buy
+12,253
New +$631K 0.05% 345
2019
Q1 		$247K Buy
+4,938
New +$243K 0.03% 490

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
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
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

Sowell Financial Services's FBND Position: Q2 2026 in Review

Sowell Financial Services increased its Fidelity Total Bond ETF (FBND) stake by 1.5% in Q2 2026, buying an estimated $46.8K and bringing the position to 69,536 shares worth $3.16M. The position accounts for 0.1% of the portfolio, ranked #207.

Sowell Financial Services first reported a position in FBND in Q1 2019 and has held it in 26 quarters since. The position peaked at $5.49M in Q1 2024. 400 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Sowell Financial Services held 69,536 shares of Fidelity Total Bond ETF worth $3.16M as of Q2 2026.
  • Sowell Financial Services bought 1,026 Fidelity Total Bond ETF shares in Q2 2026, an estimated $46.8K.
  • Fidelity Total Bond ETF made up 0.1% of Sowell Financial Services's portfolio in Q2 2026, its #207 holding.
  • Sowell Financial Services first reported a position in Fidelity Total Bond ETF in Q1 2019 and has held it in 26 quarters since.
  • Sowell Financial Services's Fidelity Total Bond ETF position peaked at $5.49M in Q1 2024.
  • 400 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.