Unique Wealth Strategies’s Fidelity Total Bond ETF FBND Stock Holding History

Unique Wealth Strategies’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	$14.7M	Buy	323,842 +25,166	+8%	+$1.15M	5.35%	2
2026 Q1	$13.6M	Buy	298,676 +39,233	+15%	+$1.81M	5.53%	1
2025 Q4	$11.9M	Buy	259,443 +5,689	+2%	+$264K	4.65%	3
2025 Q3	$11.7M	Buy	253,754 +11,913	+5%	+$547K	4.55%	3
2025 Q2	$11.1M	Sell	241,841 -61,719	-20%	-$2.79M	4.6%	3
2025 Q1	$13.9M	Buy	303,560 +2,365	+0.8%	+$107K	6.29%	1
2024 Q4	$13.5M	Buy	301,195 +11,192	+4%	+$511K	5.87%	1
2024 Q3	$13.6M	Buy	290,003 +5,344	+2%	+$247K	5.72%	1
2024 Q2	$12.9M	Hold	284,659	–	–	6.04%	1
2024 Q1	$12.9M	Buy	+284,659	New	+$12.9M	6.32%	1

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

Unique Wealth Strategies's FBND Position: Q2 2026 in Review

Unique Wealth Strategies increased its Fidelity Total Bond ETF (FBND) stake by 8.4% in Q2 2026, buying an estimated $1.15M and bringing the position to 323,842 shares worth $14.7M. The position accounts for 5.35% of the portfolio, ranked #2.

Unique Wealth Strategies first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Unique Wealth Strategies held 323,842 shares of Fidelity Total Bond ETF worth $14.7M as of Q2 2026.
Unique Wealth Strategies bought 25,166 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.15M.
Fidelity Total Bond ETF made up 5.35% of Unique Wealth Strategies's portfolio in Q2 2026, its #2 holding.
Unique Wealth Strategies first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.