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FBND icon

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

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return