UWM
FBND icon

Urban Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Urban Wealth Management’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 		$313K Sell
6,871
-1,586
-19% -$72.3K 0.27% 80
2026
Q1 		$386K Sell
8,457
-2,138
-20% -$98.6K 0.4% 53
2025
Q4 		$488K Buy
+10,595
New +$492K 0.45% 48

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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

Urban Wealth Management's FBND Position: Q2 2026 in Review

Urban Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 19% in Q2 2026, selling an estimated $72.3K and leaving 6,871 shares worth $313K. The position accounts for 0.27% of the portfolio, ranked #80.

Urban Wealth Management first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $488K in Q4 2025. 415 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Urban Wealth Management held 6,871 shares of Fidelity Total Bond ETF worth $313K as of Q2 2026.
  • Urban Wealth Management sold 1,586 Fidelity Total Bond ETF shares in Q2 2026, an estimated $72.3K.
  • Fidelity Total Bond ETF made up 0.27% of Urban Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Urban Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Urban Wealth Management's Fidelity Total Bond ETF position peaked at $488K in Q4 2025.
  • 415 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.