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

Spire Wealth 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	$24.8M	Sell	544,210 -3,745	-0.7%	-$171K	0.75%	27
2026 Q1	$25M	Buy	547,955 +32,679	+6%	+$1.51M	0.85%	21
2025 Q4	$23.7M	Buy	515,276 +8,819	+2%	+$409K	0.79%	24
2025 Q3	$23.4M	Sell	506,457 -5,766	-1%	-$265K	0.8%	22
2025 Q2	$23.3M	Sell	512,223 -72,465	-12%	-$3.28M	0.84%	18
2025 Q1	$26.7M	Buy	584,688 +7,717	+1%	+$350K	0.85%	19
2024 Q4	$25.9M	Sell	576,971 -7,197	-1%	-$329K	0.8%	18
2024 Q3	$27.3M	Buy	584,168 +1,913	+0.3%	+$88.4K	0.92%	20
2024 Q2	$26.1M	Sell	582,255 -18,844	-3%	-$844K	0.92%	20
2024 Q1	$123M	Buy	601,099 +10,936	+2%	+$496K	2.23%	8
2023 Q4	$26.8M	Sell	590,163 -23,118	-4%	-$1.02M	0.89%	16
2023 Q3	$26.7M	Buy	613,281 +10,371	+2%	+$464K	1.02%	18
2023 Q2	$27.4M	Buy	602,910 +30,168	+5%	+$1.38M	1.01%	18
2023 Q1	$26.3M	Buy	572,742 +115,929	+25%	+$5.31M	1.03%	14
2022 Q4	$20.7M	Sell	456,813 -974	-0.2%	-$43.7K	1.16%	18
2022 Q3	$20.3M	Sell	457,787 -38,294	-8%	-$1.79M	1.24%	16
2022 Q2	$23.1M	Sell	496,081 -153,793	-24%	-$7.32M	0.95%	16
2022 Q1	$32.4M	Buy	649,874 +26,092	+4%	+$1.33M	0.87%	20
2021 Q4	$33.1M	Buy	623,782 +3,574	+0.6%	+$190K	0.73%	21
2021 Q3	$33M	Buy	620,208 +34,333	+6%	+$1.84M	0.88%	16
2021 Q2	$31.5M	Buy	585,875 +17,391	+3%	+$921K	0.85%	15
2021 Q1	$29.7M	Buy	+568,484	New	+$30.3M	0.79%	18

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 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

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Spire Wealth Management's FBND Position: Q2 2026 in Review

Spire Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 0.68% in Q2 2026, selling an estimated $171K and leaving 544,210 shares worth $24.8M. The position accounts for 0.75% of the portfolio, ranked #27.

Spire Wealth Management first reported a position in FBND in Q1 2021 and has held it in 22 quarters since. The position peaked at $123M in Q1 2024. 259 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Spire Wealth Management held 544,210 shares of Fidelity Total Bond ETF worth $24.8M as of Q2 2026.
Spire Wealth Management sold 3,745 Fidelity Total Bond ETF shares in Q2 2026, an estimated $171K.
Fidelity Total Bond ETF made up 0.75% of Spire Wealth Management's portfolio in Q2 2026, its #27 holding.
Spire Wealth Management first reported a position in Fidelity Total Bond ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Fidelity Total Bond ETF position peaked at $123M in Q1 2024.
259 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.