UWM
FBND icon

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

USAdvisors 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 		$11.3M Sell
249,460
-1,719
-0.7% -$78.4K 3.25% 5
2026
Q1 		$11.4M Buy
251,179
+8,004
+3% +$369K 3.79% 4
2025
Q4 		$11.2M Buy
243,175
+12,241
+5% +$568K 3.69% 4
2025
Q3 		$10.7M Buy
230,934
+1,974
+0.9% +$90.6K 3.69% 4
2025
Q2 		$10.5M Buy
228,960
+11,423
+5% +$517K 3.89% 4
2025
Q1 		$9.93M Sell
217,537
-4,474
-2% -$203K 3.46% 5
2024
Q4 		$9.96M Buy
222,011
+38,054
+21% +$1.74M 3.24% 5
2024
Q3 		$8.62M Buy
183,957
+2,303
+1% +$106K 3.01% 5
2024
Q2 		$8.16M Buy
181,654
+7,281
+4% +$326K 2.87% 6
2024
Q1 		$7.91M Sell
174,373
-11
-0% -$499 2.98% 4
2023
Q4 		$8.03M Buy
174,384
+42,602
+32% +$1.88M 3.33% 3
2023
Q3 		$5.74M Buy
131,782
+21,126
+19% +$945K 2.56% 10
2023
Q2 		$5.01M Buy
+110,656
New +$5.06M 2.37% 10

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

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

USAdvisors Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 0.68% in Q2 2026, selling an estimated $78.4K and leaving 249,460 shares worth $11.3M. The position accounts for 3.25% of the portfolio, ranked #5.

USAdvisors Wealth Management first reported a position in FBND in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.4M in Q1 2026. 401 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • USAdvisors Wealth Management held 249,460 shares of Fidelity Total Bond ETF worth $11.3M as of Q2 2026.
  • USAdvisors Wealth Management sold 1,719 Fidelity Total Bond ETF shares in Q2 2026, an estimated $78.4K.
  • Fidelity Total Bond ETF made up 3.25% of USAdvisors Wealth Management's portfolio in Q2 2026, its #5 holding.
  • USAdvisors Wealth Management first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • USAdvisors Wealth Management's Fidelity Total Bond ETF position peaked at $11.4M in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.