Waterway Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History
Bought
Maintained
Sold
Other funds holding FBND
DWM
MWM
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. 792 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.
- 792 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.