TrueWealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

TrueWealth Advisors’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	$28M	Buy	616,590 +12,297	+2%	+$561K	6.32%	2
2026 Q1	$27.6M	Buy	604,293 +155,570	+35%	+$7.17M	6.93%	2
2025 Q4	$20.7M	Buy	448,723 +273,741	+156%	+$12.7M	5.35%	3
2025 Q3	$8.09M	Buy	174,982 +9,644	+6%	+$443K	2.19%	9
2025 Q2	$7.56M	Buy	165,338 +15,776	+11%	+$714K	2.24%	9
2025 Q1	$6.83M	Buy	149,562 +35,338	+31%	+$1.6M	2.24%	9
2024 Q4	$5.13M	Buy	114,224 +15,431	+16%	+$705K	1.71%	12
2024 Q3	$4.62M	Buy	+98,793	New	+$4.57M	1.54%	14

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

TrueWealth Advisors's FBND Position: Q2 2026 in Review

TrueWealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 2% in Q2 2026, buying an estimated $561K and bringing the position to 616,590 shares worth $28M. The position accounts for 6.32% of the portfolio, ranked #2.

TrueWealth Advisors first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

TrueWealth Advisors held 616,590 shares of Fidelity Total Bond ETF worth $28M as of Q2 2026.
TrueWealth Advisors bought 12,297 Fidelity Total Bond ETF shares in Q2 2026, an estimated $561K.
Fidelity Total Bond ETF made up 6.32% of TrueWealth Advisors's portfolio in Q2 2026, its #2 holding.
TrueWealth Advisors first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.