SRPTWM
FBND icon

Split Rock Private Trading & Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Split Rock Private Trading & 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 		$5.91M Sell
129,816
-38,313
-23% -$1.75M 4.05% 8
2026
Q1 		$7.67M Sell
168,129
-136,969
-45% -$6.32M 5.94% 3
2025
Q4 		$14M Buy
+305,098
New +$14.2M 11.26% 2

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

Split Rock Private Trading & Wealth Management's FBND Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 23% in Q2 2026, selling an estimated $1.75M and leaving 129,816 shares worth $5.91M. The position accounts for 4.05% of the portfolio, ranked #8.

Split Rock Private Trading & Wealth Management first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $14M in Q4 2025. 534 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 129,816 shares of Fidelity Total Bond ETF worth $5.91M as of Q2 2026.
  • Split Rock Private Trading & Wealth Management sold 38,313 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.75M.
  • Fidelity Total Bond ETF made up 4.05% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Split Rock Private Trading & Wealth Management's Fidelity Total Bond ETF position peaked at $14M in Q4 2025.
  • 534 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.