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Walker Financial Services’s Fidelity Total Bond ETF FBND Stock Holding History

Walker Financial Services’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 		$4.19M Sell
92,048
-23,901
-21% -$1.09M 1.3% 15
2026
Q1 		$5.29M Sell
115,949
-40,436
-26% -$1.86M 1.81% 13
2025
Q4 		$7.2M Sell
156,385
-56,518
-27% -$2.62M 2.61% 12
2025
Q3 		$9.84M Sell
212,903
-219,089
-51% -$10.1M 3.83% 9
2025
Q2 		$19.8M Buy
431,992
+29,659
+7% +$1.34M 8.98% 4
2025
Q1 		$18.4M Buy
402,333
+40,785
+11% +$1.85M 9.63% 4
2024
Q4 		$16.2M Buy
361,548
+65,039
+22% +$2.97M 9.43% 4
2024
Q3 		$13.9M Buy
+296,509
New +$13.7M 9.37% 4

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

Walker Financial Services's FBND Position: Q2 2026 in Review

Walker Financial Services reduced its Fidelity Total Bond ETF (FBND) stake by 21% in Q2 2026, selling an estimated $1.09M and leaving 92,048 shares worth $4.19M. The position accounts for 1.3% of the portfolio, ranked #15.

Walker Financial Services first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $19.8M in Q2 2025. 143 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Walker Financial Services held 92,048 shares of Fidelity Total Bond ETF worth $4.19M as of Q2 2026.
  • Walker Financial Services sold 23,901 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.09M.
  • Fidelity Total Bond ETF made up 1.3% of Walker Financial Services's portfolio in Q2 2026, its #15 holding.
  • Walker Financial Services first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Walker Financial Services's Fidelity Total Bond ETF position peaked at $19.8M in Q2 2025.
  • 143 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.