U.S. Capital Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

U.S. Capital Wealth 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	$4.45M	Buy	97,589 +57,668	+144%	+$2.66M	0.11%	209
2025 Q4	$1.84M	Buy	+39,921	New	+$1.85M	0.05%	355

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

U.S. Capital Wealth Advisors's FBND Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 144% in Q1 2026, buying an estimated $2.66M and bringing the position to 97,589 shares worth $4.45M. The position accounts for 0.11% of the portfolio, ranked #209.

U.S. Capital Wealth Advisors first reported a position in FBND in Q4 2025 and has held it in 2 quarters since. 754 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

U.S. Capital Wealth Advisors held 97,589 shares of Fidelity Total Bond ETF worth $4.45M as of Q1 2026.
U.S. Capital Wealth Advisors bought 57,668 Fidelity Total Bond ETF shares in Q1 2026, an estimated $2.66M.
Fidelity Total Bond ETF made up 0.11% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #209 holding.
U.S. Capital Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 2 quarters since.
754 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.