Wingate Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Wingate Wealth 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	$8.3M	Buy	182,375 +112,957	+163%	+$5.15M	3.65%	6
2026 Q1	$3.17M	Buy	69,418 +15,233	+28%	+$703K	1.69%	14
2025 Q4	$2.49M	Sell	54,185 -384	-0.7%	-$17.8K	1.39%	17
2025 Q3	$2.52M	Buy	54,569 +6,161	+13%	+$283K	1.75%	16
2025 Q2	$2.21M	Buy	48,408 +19,423	+67%	+$879K	1.97%	13
2025 Q1	$1.32M	Buy	28,985 +19,594	+209%	+$887K	1.52%	23
2024 Q4	$421K	Buy	+9,391	New	+$429K	0.41%	64

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

Wingate Wealth Advisors's FBND Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 163% in Q2 2026, buying an estimated $5.15M and bringing the position to 182,375 shares worth $8.3M. The position accounts for 3.65% of the portfolio, ranked #6.

Wingate Wealth Advisors first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Wingate Wealth Advisors held 182,375 shares of Fidelity Total Bond ETF worth $8.3M as of Q2 2026.
Wingate Wealth Advisors bought 112,957 Fidelity Total Bond ETF shares in Q2 2026, an estimated $5.15M.
Fidelity Total Bond ETF made up 3.65% of Wingate Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Wingate Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.