Strategic Family Wealth Counselors’s Fidelity Total Bond ETF FBND Stock Holding History

Strategic Family Wealth Counselors’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 Q1	$394K	Hold	8,638	–	–	0.1%	112
2025 Q4	$397K	Hold	8,638	–	–	0.09%	142
2025 Q3	$399K	Sell	8,638 -7,684	-47%	-$353K	0.1%	112
2025 Q2	$747K	Buy	16,322 +7,645	+88%	+$346K	0.21%	72
2025 Q1	$396K	Sell	8,677 -6,055	-41%	-$274K	0.13%	93
2024 Q4	$661K	Buy	+14,732	New	+$673K	0.22%	70
2022 Q4	–	Sell	-20,285	Closed	-$901K	–	107
2022 Q3	$901K	Hold	20,285	–	–	0.44%	40
2022 Q2	$944K	Sell	20,285 -1,631	-7%	-$77.7K	0.45%	37
2022 Q1	$1.09M	Sell	21,916 -47,993	-69%	-$2.45M	0.44%	36
2021 Q4	$3.71M	Buy	+69,909	New	+$3.71M	1.19%	26

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Strategic Family Wealth Counselors's FBND Position: Q1 2026 in Review

Strategic Family Wealth Counselors held its Fidelity Total Bond ETF (FBND) position steady in Q1 2026 at 8,638 shares worth $394K. The position accounts for 0.1% of the portfolio, ranked #112.

Strategic Family Wealth Counselors first reported a position in FBND in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.71M in Q4 2021. 754 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Strategic Family Wealth Counselors held 8,638 shares of Fidelity Total Bond ETF worth $394K as of Q1 2026.
Strategic Family Wealth Counselors left its Fidelity Total Bond ETF share count unchanged in Q1 2026.
Fidelity Total Bond ETF made up 0.1% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #112 holding.
Strategic Family Wealth Counselors first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 10 quarters since.
Strategic Family Wealth Counselors's Fidelity Total Bond ETF position peaked at $3.71M in Q4 2021.
754 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.