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Strategic Financial Concepts’s Fidelity Total Bond ETF FBND Stock Holding History

Strategic Financial Concepts’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 		$227K Buy
4,987
+224
+5% +$10.2K 0.07% 215
2026
Q1 		$217K Buy
+4,763
New +$220K 0.05% 270
2024
Q3 		– Sell
-110,146
Closed -$2.42K – 385
2024
Q2 		$2.42K Buy
+110,146
New +$4.93M ﹤0.01% 543

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Financial Concepts's FBND Position: Q2 2026 in Review

Strategic Financial Concepts increased its Fidelity Total Bond ETF (FBND) stake by 4.7% in Q2 2026, buying an estimated $10.2K and bringing the position to 4,987 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #215.

Strategic Financial Concepts first reported a position in FBND in Q2 2024 and has held it in 3 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Strategic Financial Concepts held 4,987 shares of Fidelity Total Bond ETF worth $227K as of Q2 2026.
  • Strategic Financial Concepts bought 224 Fidelity Total Bond ETF shares in Q2 2026, an estimated $10.2K.
  • Fidelity Total Bond ETF made up 0.07% of Strategic Financial Concepts's portfolio in Q2 2026, its #215 holding.
  • Strategic Financial Concepts first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.