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Trademark Financial Management’s Fidelity Total Bond ETF FBND Stock Holding History

Trademark Financial 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 		$783K Buy
17,223
+604
+4% +$27.6K 0.32% 53
2026
Q1 		$758K Buy
16,619
+6,809
+69% +$314K 0.37% 49
2025
Q4 		$452K Buy
9,810
+2,592
+36% +$120K 0.25% 65
2025
Q3 		$334K Buy
+7,218
New +$331K 0.19% 75
2025
Q2 		– Sell
-6,040
Closed -$276K – 89
2025
Q1 		$276K Sell
6,040
-1,163
-16% -$52.7K 0.21% 73
2024
Q4 		$323K Sell
7,203
-676
-9% -$30.9K 0.26% 71
2024
Q3 		$368K Buy
+7,879
New +$364K 0.29% 63

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Trademark Financial Management's FBND Position: Q2 2026 in Review

Trademark Financial Management increased its Fidelity Total Bond ETF (FBND) stake by 3.6% in Q2 2026, buying an estimated $27.6K and bringing the position to 17,223 shares worth $783K. The position accounts for 0.32% of the portfolio, ranked #53.

Trademark Financial Management first reported a position in FBND in Q3 2024 and has held it in 7 quarters since. 414 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Trademark Financial Management held 17,223 shares of Fidelity Total Bond ETF worth $783K as of Q2 2026.
  • Trademark Financial Management bought 604 Fidelity Total Bond ETF shares in Q2 2026, an estimated $27.6K.
  • Fidelity Total Bond ETF made up 0.32% of Trademark Financial Management's portfolio in Q2 2026, its #53 holding.
  • Trademark Financial Management first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 414 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.