WBH Advisory’s Fidelity Total Bond ETF FBND Stock Holding History

WBH Advisory’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	$33.2M	Sell	729,218 -4,586	-0.6%	-$209K	2.23%	7
2026 Q1	$33.5M	Buy	733,804 +21,407	+3%	+$987K	2.51%	7
2025 Q4	$32.8M	Buy	712,397 +98,605	+16%	+$4.58M	2.43%	7
2025 Q3	$28.4M	Buy	613,792 +37,595	+7%	+$1.73M	2.17%	7
2025 Q2	$26.4M	Sell	576,197 -27,163	-5%	-$1.23M	2.25%	7
2025 Q1	$27.5M	Buy	603,360 +68,198	+13%	+$3.09M	2.57%	5
2024 Q4	$24M	Buy	535,162 +48,408	+10%	+$2.21M	2.23%	7
2024 Q3	$22.8M	Buy	486,754 +43,141	+10%	+$1.99M	2.15%	7
2024 Q2	$19.9M	Buy	443,613 +21,120	+5%	+$946K	2.02%	9
2024 Q1	$19.1M	Buy	422,493 +72,776	+21%	+$3.3M	1.97%	11
2023 Q4	$16.1M	Buy	349,717 +35,382	+11%	+$1.56M	1.79%	13
2023 Q3	$13.7M	Sell	314,335 -9,982	-3%	-$446K	1.68%	14
2023 Q2	$14.7M	Buy	324,317 +30,754	+10%	+$1.41M	1.75%	11
2023 Q1	$13.5M	Buy	+293,563	New	+$13.5M	1.69%	11
2022 Q3	$10.2M	Buy	229,534 +20,472	+10%	+$956K	1.47%	19
2022 Q2	$9.75M	Buy	209,062 +9,309	+5%	+$443K	1.3%	19
2022 Q1	$9.6M	Buy	199,753 +13,711	+7%	+$701K	1.18%	20
2021 Q4	$9.86M	Buy	186,042 +71,444	+62%	+$3.79M	1.13%	22
2021 Q3	$6.09M	Buy	114,598 +14,231	+14%	+$763K	0.82%	30
2021 Q2	$5.39M	Buy	100,367 +15,921	+19%	+$843K	0.79%	35
2021 Q1	$4.43M	Buy	84,446 +31,385	+59%	+$1.67M	0.72%	37
2020 Q4	$2.86M	Buy	53,061 +29,411	+124%	+$1.61M	0.49%	44
2020 Q3	$1.29M	Buy	23,650 +16,132	+215%	+$885K	0.26%	85
2020 Q2	$405K	Buy	+7,518	New	+$400K	0.1%	165

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

WBH Advisory's FBND Position: Q2 2026 in Review

WBH Advisory reduced its Fidelity Total Bond ETF (FBND) stake by 0.62% in Q2 2026, selling an estimated $209K and leaving 729,218 shares worth $33.2M. The position accounts for 2.23% of the portfolio, ranked #7.

WBH Advisory first reported a position in FBND in Q2 2020 and has held it in 24 quarters since. The position peaked at $33.5M in Q1 2026. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

WBH Advisory held 729,218 shares of Fidelity Total Bond ETF worth $33.2M as of Q2 2026.
WBH Advisory sold 4,586 Fidelity Total Bond ETF shares in Q2 2026, an estimated $209K.
Fidelity Total Bond ETF made up 2.23% of WBH Advisory's portfolio in Q2 2026, its #7 holding.
WBH Advisory first reported a position in Fidelity Total Bond ETF in Q2 2020 and has held it in 24 quarters since.
WBH Advisory's Fidelity Total Bond ETF position peaked at $33.5M in Q1 2026.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.