SPWM Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.8M Buy
260,686
+9,602
+4% +$438K 10.91% 2
2026
Q1
$11.4M Buy
251,084
+50,431
+25% +$2.33M 9.92% 2
2025
Q4
$9.24M Buy
+200,653
New +$9.31M 8.77% 2

Other funds holding FBND

SPWM Advisors's FBND Position: Q2 2026 in Review

SPWM Advisors increased its Fidelity Total Bond ETF (FBND) stake by 3.8% in Q2 2026, buying an estimated $438K and bringing the position to 260,686 shares worth $11.8M. The position accounts for 10.91% of the portfolio, ranked #2.

SPWM Advisors first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • SPWM Advisors held 260,686 shares of Fidelity Total Bond ETF worth $11.8M as of Q2 2026.
  • SPWM Advisors bought 9,602 Fidelity Total Bond ETF shares in Q2 2026, an estimated $438K.
  • Fidelity Total Bond ETF made up 10.91% of SPWM Advisors's portfolio in Q2 2026, its #2 holding.
  • SPWM Advisors first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.