Weaver Consulting Group’s Fidelity Total Bond ETF FBND Stock Holding History

Weaver Consulting Group’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	$700K	Buy	15,388 +3,878	+34%	+$177K	0.14%	126
2026 Q1	$525K	Buy	+11,510	New	+$531K	0.13%	142
2023 Q1	–	Sell	-7,554	Closed	-$340K	–	185
2022 Q4	$340K	Sell	7,554 -2,331	-24%	-$105K	0.17%	115
2022 Q3	$439K	Sell	9,885 -188	-2%	-$8.78K	0.25%	76
2022 Q2	$469K	Sell	10,073 -257	-2%	-$12.2K	0.26%	76
2022 Q1	$514K	Sell	10,330 -54	-0.5%	-$2.76K	0.25%	74
2021 Q4	$551K	Hold	10,384	–	–	0.27%	66
2021 Q3	$552K	Sell	10,384 -75	-0.7%	-$4.02K	0.3%	61
2021 Q2	$558K	Sell	10,459 -731	-7%	-$38.7K	0.31%	56
2021 Q1	$586K	Sell	11,190 -928	-8%	-$49.4K	0.36%	48
2020 Q4	$657K	Sell	12,118 -2,047	-14%	-$112K	0.41%	47
2020 Q3	$774K	Buy	14,165 +36	+0.3%	+$1.98K	0.45%	43
2020 Q2	$762K	Hold	14,129	–	–	0.44%	46
2020 Q1	$731K	Buy	+14,129	New	+$731K	0.48%	44

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

Weaver Consulting Group's FBND Position: Q2 2026 in Review

Weaver Consulting Group increased its Fidelity Total Bond ETF (FBND) stake by 34% in Q2 2026, buying an estimated $177K and bringing the position to 15,388 shares worth $700K. The position accounts for 0.14% of the portfolio, ranked #126.

Weaver Consulting Group first reported a position in FBND in Q1 2020 and has held it in 14 quarters since. The position peaked at $774K in Q3 2020. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Weaver Consulting Group held 15,388 shares of Fidelity Total Bond ETF worth $700K as of Q2 2026.
Weaver Consulting Group bought 3,878 Fidelity Total Bond ETF shares in Q2 2026, an estimated $177K.
Fidelity Total Bond ETF made up 0.14% of Weaver Consulting Group's portfolio in Q2 2026, its #126 holding.
Weaver Consulting Group first reported a position in Fidelity Total Bond ETF in Q1 2020 and has held it in 14 quarters since.
Weaver Consulting Group's Fidelity Total Bond ETF position peaked at $774K in Q3 2020.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.