WWM
FBND icon

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

Waterway 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 		$20.3M Buy
462,712
+278,199
+151% +$12.7M 4.15% 6
2026
Q1 		$8.42M Buy
184,513
+176,937
+2,335% +$8.16M 1.86% 15
2025
Q4 		$349K Buy
+7,576
New +$352K 0.08% 75

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

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

Waterway Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 151% in Q2 2026, buying an estimated $12.7M and bringing the position to 462,712 shares worth $20.3M. The position accounts for 4.15% of the portfolio, ranked #6.

Waterway Wealth Management first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Waterway Wealth Management held 462,712 shares of Fidelity Total Bond ETF worth $20.3M as of Q2 2026.
  • Waterway Wealth Management bought 278,199 Fidelity Total Bond ETF shares in Q2 2026, an estimated $12.7M.
  • Fidelity Total Bond ETF made up 4.15% of Waterway Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Waterway Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 199 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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