William Howard & Co Financial Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

William Howard & Co 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	$590K	Hold	12,964	–	–	0.46%	33
2026 Q1	$591K	Hold	12,964	–	–	0.51%	30
2025 Q4	$597K	Hold	12,964	–	–	0.5%	30
2025 Q3	$599K	Hold	12,964	–	–	0.51%	30
2025 Q2	$593K	Hold	12,964	–	–	0.52%	31
2025 Q1	$592K	Hold	12,964	–	–	0.55%	29
2024 Q4	$582K	Buy	12,964 +6,029	+87%	+$276K	0.53%	28
2024 Q3	$324K	Buy	+6,935	New	+$320K	0.28%	36

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

William Howard & Co Financial Advisors's FBND Position: Q2 2026 in Review

William Howard & Co Financial Advisors held its Fidelity Total Bond ETF (FBND) position steady in Q2 2026 at 12,964 shares worth $590K. The position accounts for 0.46% of the portfolio, ranked #33.

William Howard & Co Financial Advisors first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $599K in Q3 2025. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

William Howard & Co Financial Advisors held 12,964 shares of Fidelity Total Bond ETF worth $590K as of Q2 2026.
William Howard & Co Financial Advisors left its Fidelity Total Bond ETF share count unchanged in Q2 2026.
Fidelity Total Bond ETF made up 0.46% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #33 holding.
William Howard & Co Financial Advisors first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
William Howard & Co Financial Advisors's Fidelity Total Bond ETF position peaked at $599K in Q3 2025.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.