Wealth Enhancement Advisory Services
FBND icon

Wealth Enhancement Advisory Services’s Fidelity Total Bond ETF FBND Stock Holding History

Wealth Enhancement Advisory Services’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 		$18.1M Buy
399,944
+43,221
+12% +$1.97M 0.03% 471
2026
Q1 		$16.3M Buy
356,723
+154,249
+76% +$7.11M 0.03% 453
2025
Q4 		$9.34M Buy
202,474
+43,452
+27% +$2.02M 0.01% 719
2025
Q3 		$7.37M Buy
159,022
+8,637
+6% +$397K 0.01% 770
2025
Q2 		$6.86M Buy
150,385
+2,642
+2% +$120K 0.01% 767
2025
Q1 		$6.74M Sell
147,743
-9,453
-6% -$428K 0.01% 725
2024
Q4 		$7.05M Buy
157,196
+15,004
+11% +$686K 0.01% 681
2024
Q3 		$6.65M Sell
142,192
-17,613
-11% -$814K 0.01% 639
2024
Q2 		$7.18M Sell
159,805
-13,275
-8% -$595K 0.02% 586
2024
Q1 		$7.84M Sell
173,080
-323,384
-65% -$14.7M 0.02% 542
2023
Q4 		$22.9M Sell
496,464
-13,435
-3% -$593K 0.07% 277
2023
Q3 		$22.2M Buy
509,899
+222,460
+77% +$9.95M 0.07% 261
2023
Q2 		$13.1M Sell
287,439
-85,181
-23% -$3.9M 0.14% 77
2023
Q1 		$17.1M Buy
372,620
+107,433
+41% +$4.92M 0.2% 63
2022
Q4 		$12.3M Sell
265,187
-102,194
-28% -$4.58M 0.16% 79
2022
Q3 		$16.3M Sell
367,381
-96,335
-21% -$4.5M 0.23% 63
2022
Q2 		$21.6M Sell
463,716
-192,663
-29% -$9.18M 0.3% 56
2022
Q1 		$32.7M Buy
+656,379
New +$33.6M 0.44% 44
2020
Q1 		– Sell
-4,192
Closed -$217K – 237
2019
Q4 		$217K Hold
4,192
– – 0.01% 203
2019
Q3 		$217K Buy
+4,192
New +$216K 0.01% 195

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's FBND Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity Total Bond ETF (FBND) stake by 12% in Q2 2026, buying an estimated $1.97M and bringing the position to 399,944 shares worth $18.1M. The position accounts for 0.03% of the portfolio, ranked #471.

Wealth Enhancement Advisory Services first reported a position in FBND in Q3 2019 and has held it in 20 quarters since. The position peaked at $32.7M in Q1 2022. 143 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Wealth Enhancement Advisory Services held 399,944 shares of Fidelity Total Bond ETF worth $18.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 43,221 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.97M.
  • Fidelity Total Bond ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #471 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fidelity Total Bond ETF in Q3 2019 and has held it in 20 quarters since.
  • Wealth Enhancement Advisory Services's Fidelity Total Bond ETF position peaked at $32.7M in Q1 2022.
  • 143 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.