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Winebrenner Capital Management’s Fidelity Total Bond ETF FBND Stock Holding History

Winebrenner Capital Management’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 		$505K Buy
11,099
+126
+1% +$5.75K 0.31% 91
2026
Q1 		$501K Buy
10,973
+136
+1% +$6.27K 0.32% 86
2025
Q4 		$499K Buy
10,837
+117
+1% +$5.43K 0.33% 84
2025
Q3 		$496K Buy
10,720
+124
+1% +$5.69K 0.36% 80
2025
Q2 		$485K Buy
10,596
+127
+1% +$5.75K 0.39% 79
2025
Q1 		$478K Sell
10,469
-10,218
-49% -$463K 0.43% 75
2024
Q4 		$928K Buy
+20,687
New +$945K 0.72% 45

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

Winebrenner Capital Management's FBND Position: Q2 2026 in Review

Winebrenner Capital Management increased its Fidelity Total Bond ETF (FBND) stake by 1.1% in Q2 2026, buying an estimated $5.75K and bringing the position to 11,099 shares worth $505K. The position accounts for 0.31% of the portfolio, ranked #91.

Winebrenner Capital Management first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $928K in Q4 2024. 143 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Winebrenner Capital Management held 11,099 shares of Fidelity Total Bond ETF worth $505K as of Q2 2026.
  • Winebrenner Capital Management bought 126 Fidelity Total Bond ETF shares in Q2 2026, an estimated $5.75K.
  • Fidelity Total Bond ETF made up 0.31% of Winebrenner Capital Management's portfolio in Q2 2026, its #91 holding.
  • Winebrenner Capital Management first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Winebrenner Capital Management's Fidelity Total Bond ETF position peaked at $928K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.