Summit Financial Strategies’s Fidelity Total Bond ETF FBND Stock Holding History

Summit Financial Strategies’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	$108M	Buy	2,384,200 +157,574	+7%	+$7.19M	7.61%	4
2026 Q1	$102M	Buy	2,226,626 +135,819	+6%	+$6.26M	8%	4
2025 Q4	$96.3M	Buy	2,090,807 +85,577	+4%	+$3.97M	7.91%	4
2025 Q3	$92.7M	Buy	2,005,230 +57,045	+3%	+$2.62M	7.95%	4
2025 Q2	$89.1M	Buy	1,948,185 +56,516	+3%	+$2.56M	8.25%	3
2025 Q1	$86.4M	Buy	1,891,669 +154,221	+9%	+$6.99M	8.71%	3
2024 Q4	$78M	Buy	1,737,448 +147,437	+9%	+$6.74M	8.6%	3
2024 Q3	$74.3M	Buy	1,590,011 +294,272	+23%	+$13.6M	8.37%	3
2024 Q2	$58.2M	Buy	1,295,739 +1,266,595	+4,346%	+$56.7M	7.24%	4
2024 Q1	$1.32M	Buy	29,144 +3,964	+16%	+$180K	0.18%	43
2023 Q4	$1.16M	Buy	+25,180	New	+$1.11M	0.18%	45

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

Summit Financial Strategies's FBND Position: Q2 2026 in Review

Summit Financial Strategies increased its Fidelity Total Bond ETF (FBND) stake by 7.1% in Q2 2026, buying an estimated $7.19M and bringing the position to 2,384,200 shares worth $108M. The position accounts for 7.61% of the portfolio, ranked #4.

Summit Financial Strategies first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Summit Financial Strategies held 2,384,200 shares of Fidelity Total Bond ETF worth $108M as of Q2 2026.
Summit Financial Strategies bought 157,574 Fidelity Total Bond ETF shares in Q2 2026, an estimated $7.19M.
Fidelity Total Bond ETF made up 7.61% of Summit Financial Strategies's portfolio in Q2 2026, its #4 holding.
Summit Financial Strategies first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.