WFA
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WestHill Financial Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

WestHill Financial 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 		$41.6M Buy
914,982
+19,617
+2% +$895K 7.09% 5
2026
Q1 		$40.8M Buy
895,365
+56,989
+7% +$2.63M 7.81% 5
2025
Q4 		$38.6M Buy
838,376
+31,673
+4% +$1.47M 7.33% 5
2025
Q3 		$37.3M Buy
806,703
+60,539
+8% +$2.78M 7.31% 5
2025
Q2 		$34.1M Buy
746,164
+5,038
+0.7% +$228K 7.24% 5
2025
Q1 		$33.8M Buy
741,126
+58,208
+9% +$2.64M 7.74% 5
2024
Q4 		$30.6M Buy
682,918
+20,403
+3% +$932K 6.86% 5
2024
Q3 		$31M Buy
662,515
+35,194
+6% +$1.63M 6.95% 5
2024
Q2 		$28.2M Buy
627,321
+7,282
+1% +$326K 6.84% 5
2024
Q1 		$28.1M Buy
620,039
+42,756
+7% +$1.94M 6.91% 5
2023
Q4 		$26.6M Buy
577,283
+3,290
+0.6% +$145K 7.04% 5
2023
Q3 		$25M Buy
573,993
+30,151
+6% +$1.35M 7.3% 5
2023
Q2 		$24.7M Buy
543,842
+9,591
+2% +$439K 6.99% 5
2023
Q1 		$24.6M Buy
534,251
+32,147
+6% +$1.47M 7.35% 5
2022
Q4 		$22.6M Sell
502,104
-2,195
-0.4% -$98.4K 7.22% 5
2022
Q3 		$22.4M Buy
504,299
+10,619
+2% +$496K 7.64% 5
2022
Q2 		$23M Sell
493,680
-6,853
-1% -$326K 7.58% 5
2022
Q1 		$24.9M Buy
500,533
+262,876
+111% +$13.4M 7.19% 5
2021
Q4 		$12.6M Buy
237,657
+2,636
+1% +$140K 3.56% 7
2021
Q3 		$12.5M Buy
+235,021
New +$12.6M 3.86% 8
2021
Q1 		$10.9M Buy
+208,014
New +$11.1M 3.87% 8

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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

WestHill Financial Advisors's FBND Position: Q2 2026 in Review

WestHill Financial Advisors increased its Fidelity Total Bond ETF (FBND) stake by 2.2% in Q2 2026, buying an estimated $895K and bringing the position to 914,982 shares worth $41.6M. The position accounts for 7.09% of the portfolio, ranked #5.

WestHill Financial Advisors first reported a position in FBND in Q1 2021 and has held it in 21 quarters since. 415 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • WestHill Financial Advisors held 914,982 shares of Fidelity Total Bond ETF worth $41.6M as of Q2 2026.
  • WestHill Financial Advisors bought 19,617 Fidelity Total Bond ETF shares in Q2 2026, an estimated $895K.
  • Fidelity Total Bond ETF made up 7.09% of WestHill Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • WestHill Financial Advisors first reported a position in Fidelity Total Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 415 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.