tru Independence’s Fidelity Total Bond ETF FBND Stock Holding History

tru Independence’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	$19.8M	Buy	435,727 +41,520	+11%	+$1.89M	8.67%	3
2026 Q1	$18M	Buy	394,207 +18,466	+5%	+$852K	8.89%	2
2025 Q4	$17.3M	Buy	375,741 +36,615	+11%	+$1.7M	4.36%	2
2025 Q3	$15.7M	Buy	339,126 +21,463	+7%	+$985K	4.07%	3
2025 Q2	$14.5M	Buy	317,663 +13,473	+4%	+$610K	4.2%	2
2025 Q1	$13.9M	Buy	304,190 +39,108	+15%	+$1.77M	4.31%	2
2024 Q4	$11.9M	Buy	265,082 +16,707	+7%	+$763K	3.74%	3
2024 Q3	$11.6M	Buy	248,375 +33,392	+16%	+$1.54M	3.4%	3
2024 Q2	$9.66M	Buy	214,983 +28,443	+15%	+$1.27M	2.92%	3
2024 Q1	$8.45M	Buy	+186,540	New	+$8.47M	2.49%	3

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

tru Independence's FBND Position: Q2 2026 in Review

tru Independence increased its Fidelity Total Bond ETF (FBND) stake by 11% in Q2 2026, buying an estimated $1.89M and bringing the position to 435,727 shares worth $19.8M. The position accounts for 8.67% of the portfolio, ranked #3.

tru Independence first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. 791 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

tru Independence held 435,727 shares of Fidelity Total Bond ETF worth $19.8M as of Q2 2026.
tru Independence bought 41,520 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.89M.
Fidelity Total Bond ETF made up 8.67% of tru Independence's portfolio in Q2 2026, its #3 holding.
tru Independence first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
791 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.