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

TruWealth 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
Q1 		$130M Buy
2,857,865
+49,570
+2% +$2.29M 6.26% 1
2025
Q4 		$129M Buy
2,808,295
+122,932
+5% +$5.7M 6.32% 1
2025
Q3 		$124M Buy
2,685,363
+606,287
+29% +$27.8M 6.28% 1
2025
Q2 		$95.1M Buy
2,079,076
+259,972
+14% +$11.8M 5.24% 3
2025
Q1 		$83M Buy
1,819,104
+79,018
+5% +$3.58M 5.01% 4
2024
Q4 		$78.1M Buy
1,740,086
+536,547
+45% +$24.5M 4.71% 4
2024
Q3 		$56.3M Buy
1,203,539
+49,001
+4% +$2.26M 3.45% 7
2024
Q2 		$51.9M Buy
1,154,538
+698,206
+153% +$31.3M 3.45% 7
2024
Q1 		$20.7M Buy
456,332
+25,274
+6% +$1.15M 1.44% 21
2023
Q4 		$19.8M Buy
+431,058
New +$19M 1.52% 21

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TruWealth Advisors's FBND Position: Q1 2026 in Review

TruWealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 1.8% in Q1 2026, buying an estimated $2.29M and bringing the position to 2,857,865 shares worth $130M. The position accounts for 6.26% of the portfolio, ranked #1.

TruWealth Advisors first reported a position in FBND in Q4 2023 and has held it in 10 quarters since. 755 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • TruWealth Advisors held 2,857,865 shares of Fidelity Total Bond ETF worth $130M as of Q1 2026.
  • TruWealth Advisors bought 49,570 Fidelity Total Bond ETF shares in Q1 2026, an estimated $2.29M.
  • Fidelity Total Bond ETF made up 6.26% of TruWealth Advisors's portfolio in Q1 2026, its #1 holding.
  • TruWealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 755 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.