Waverly Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Waverly Advisors’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	$175M	Buy	3,836,584 +3,219,570	+522%	+$147M	1.01%	12
2026 Q1	$28.1M	Buy	617,014 +25,505	+4%	+$1.18M	0.21%	100
2025 Q4	$27.2M	Buy	591,509 +169,171	+40%	+$7.85M	0.22%	92
2025 Q3	$19.5M	Buy	422,338 +313,695	+289%	+$14.4M	0.19%	103
2025 Q2	$4.97M	Sell	108,643 -3,740	-3%	-$169K	0.05%	307
2025 Q1	$5.13M	Buy	112,383 +5,448	+5%	+$247K	0.06%	291
2024 Q4	$4.8M	Buy	106,935 +10,891	+11%	+$498K	0.07%	224
2024 Q3	$4.49M	Sell	96,044 -556	-0.6%	-$25.7K	0.08%	208
2024 Q2	$4.34M	Buy	96,600 +14,637	+18%	+$656K	0.09%	208
2024 Q1	$3.71M	Buy	+81,963	New	+$3.72M	0.09%	178

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

Waverly Advisors's FBND Position: Q2 2026 in Review

Waverly Advisors increased its Fidelity Total Bond ETF (FBND) stake by 522% in Q2 2026, buying an estimated $147M and bringing the position to 3,836,584 shares worth $175M. The position accounts for 1.01% of the portfolio, ranked #12.

Waverly Advisors first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Waverly Advisors held 3,836,584 shares of Fidelity Total Bond ETF worth $175M as of Q2 2026.
Waverly Advisors bought 3,219,570 Fidelity Total Bond ETF shares in Q2 2026, an estimated $147M.
Fidelity Total Bond ETF made up 1.01% of Waverly Advisors's portfolio in Q2 2026, its #12 holding.
Waverly Advisors first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.