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 Q2	$2.46M	Buy	54,002 +6,455	+14%	+$294K	0.06%	279
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 $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 22.9% 1-Year Est. Return

WCG Wealth Advisors's FBND Position: Q2 2026 in Review

WCG Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 14% in Q2 2026, buying an estimated $294K and bringing the position to 54,002 shares worth $2.46M. The position accounts for 0.06% of the portfolio, ranked #279.

WCG Wealth Advisors first reported a position in FBND in Q2 2025 and has held it in 5 quarters since. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

WCG Wealth Advisors held 54,002 shares of Fidelity Total Bond ETF worth $2.46M as of Q2 2026.
WCG Wealth Advisors bought 6,455 Fidelity Total Bond ETF shares in Q2 2026, an estimated $294K.
Fidelity Total Bond ETF made up 0.06% of WCG Wealth Advisors's portfolio in Q2 2026, its #279 holding.
WCG Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 5 quarters since.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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