Valley Wealth Managers’s Fidelity Total Bond ETF FBND Stock Holding History

Valley Wealth Managers’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	$3.42M	Buy	75,169 +2,578	+4%	+$118K	0.2%	107
2026 Q1	$3.31M	Buy	72,591 +9,867	+16%	+$455K	0.21%	103
2025 Q4	$2.89M	Buy	62,724 +37,588	+150%	+$1.74M	0.19%	107
2025 Q3	$1.16M	Buy	25,136 +1,083	+5%	+$49.7K	0.08%	126
2025 Q2	$1.1M	Buy	24,053 +302	+1%	+$13.7K	0.08%	128
2025 Q1	$1.08M	Sell	23,751 -4,365	-16%	-$198K	0.08%	128
2024 Q4	$1.26M	Buy	28,116 +6,257	+29%	+$286K	0.09%	124
2024 Q3	$1.02M	Sell	21,859 -5,254	-19%	-$243K	0.08%	130
2024 Q2	$1.22M	Buy	27,113 +1,999	+8%	+$89.5K	0.1%	124
2024 Q1	$1.14M	Sell	25,114 -242	-1%	-$11K	0.09%	123
2023 Q4	$1.17M	Sell	25,356 -2,595	-9%	-$115K	0.09%	122
2023 Q3	$1.22M	Buy	+27,951	New	+$1.25M	0.1%	123

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

Valley Wealth Managers's FBND Position: Q2 2026 in Review

Valley Wealth Managers increased its Fidelity Total Bond ETF (FBND) stake by 3.6% in Q2 2026, buying an estimated $118K and bringing the position to 75,169 shares worth $3.42M. The position accounts for 0.2% of the portfolio, ranked #107.

Valley Wealth Managers first reported a position in FBND in Q3 2023 and has held it in 12 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Valley Wealth Managers held 75,169 shares of Fidelity Total Bond ETF worth $3.42M as of Q2 2026.
Valley Wealth Managers bought 2,578 Fidelity Total Bond ETF shares in Q2 2026, an estimated $118K.
Fidelity Total Bond ETF made up 0.2% of Valley Wealth Managers's portfolio in Q2 2026, its #107 holding.
Valley Wealth Managers first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 12 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.