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

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

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. 792 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.
792 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.