WCG Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

WCG Wealth 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 Q1	$2.17M	Buy	47,547 +2,321	+5%	+$107K	0.06%	260
2025 Q4	$2.08M	Buy	45,226 +8,463	+23%	+$393K	0.06%	257
2025 Q3	$1.7M	Buy	36,763 +12,842	+54%	+$590K	0.11%	167
2025 Q2	$1.09M	Buy	+23,921	New	+$1.08M	0.07%	223

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WCG Wealth Advisors's FBND Position: Q1 2026 in Review

WCG Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 5.1% in Q1 2026, buying an estimated $107K and bringing the position to 47,547 shares worth $2.17M. The position accounts for 0.06% of the portfolio, ranked #260.

WCG Wealth Advisors first reported a position in FBND in Q2 2025 and has held it in 4 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

WCG Wealth Advisors held 47,547 shares of Fidelity Total Bond ETF worth $2.17M as of Q1 2026.
WCG Wealth Advisors bought 2,321 Fidelity Total Bond ETF shares in Q1 2026, an estimated $107K.
Fidelity Total Bond ETF made up 0.06% of WCG Wealth Advisors's portfolio in Q1 2026, its #260 holding.
WCG Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 4 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.