UWS
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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

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
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
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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. 143 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.
  • 143 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.