TD Capital Management’s Fidelity Total Bond ETF FBND Stock Holding History

TD Capital 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	$7.73M	Sell	169,841 -10,437	-6%	-$476K	0.63%	38
2026 Q1	$8.22M	Buy	180,278 +4,512	+3%	+$208K	0.74%	35
2025 Q4	$8.09M	Buy	175,766 +9,982	+6%	+$463K	0.72%	36
2025 Q3	$7.67M	Buy	165,784 +3,082	+2%	+$142K	0.69%	37
2025 Q2	$7.44M	Buy	162,702 +3,855	+2%	+$175K	0.7%	36
2025 Q1	$7.25M	Buy	158,847 +44,577	+39%	+$2.02M	0.73%	35
2024 Q4	$5.13M	Buy	114,270 +11,663	+11%	+$533K	0.52%	37
2024 Q3	$4.8M	Buy	102,607 +8,583	+9%	+$397K	0.48%	39
2024 Q2	$4.22M	Buy	94,024 +19,843	+27%	+$889K	0.44%	40
2024 Q1	$3.36M	Buy	74,181 +58,474	+372%	+$2.65M	0.36%	40
2023 Q4	$723K	Buy	15,707 +12,383	+373%	+$546K	0.08%	54
2023 Q3	$145K	Buy	+3,324	New	+$149K	0.02%	108

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

TD Capital Management's FBND Position: Q2 2026 in Review

TD Capital Management reduced its Fidelity Total Bond ETF (FBND) stake by 5.8% in Q2 2026, selling an estimated $476K and leaving 169,841 shares worth $7.73M. The position accounts for 0.63% of the portfolio, ranked #38.

TD Capital Management first reported a position in FBND in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.22M in Q1 2026. 794 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

TD Capital Management held 169,841 shares of Fidelity Total Bond ETF worth $7.73M as of Q2 2026.
TD Capital Management sold 10,437 Fidelity Total Bond ETF shares in Q2 2026, an estimated $476K.
Fidelity Total Bond ETF made up 0.63% of TD Capital Management's portfolio in Q2 2026, its #38 holding.
TD Capital Management first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 12 quarters since.
TD Capital Management's Fidelity Total Bond ETF position peaked at $8.22M in Q1 2026.
794 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.