Woodside Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Woodside Wealth 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	$2.34M	Buy	51,464 +1,920	+4%	+$87.6K	1.63%	16
2026 Q1	$2.26M	Buy	49,544 +4,650	+10%	+$214K	1.77%	16
2025 Q4	$2.07M	Buy	44,894 +2,927	+7%	+$136K	1.54%	16
2025 Q3	$1.94M	Buy	41,967 +1,270	+3%	+$58.3K	1.53%	16
2025 Q2	$1.86M	Buy	40,697 +2,125	+6%	+$96.2K	1.6%	16
2025 Q1	$1.76M	Buy	+38,572	New	+$1.75M	1.63%	16

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

Woodside Wealth Management's FBND Position: Q2 2026 in Review

Woodside Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 3.9% in Q2 2026, buying an estimated $87.6K and bringing the position to 51,464 shares worth $2.34M. The position accounts for 1.63% of the portfolio, ranked #16.

Woodside Wealth Management first reported a position in FBND in Q1 2025 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Woodside Wealth Management held 51,464 shares of Fidelity Total Bond ETF worth $2.34M as of Q2 2026.
Woodside Wealth Management bought 1,920 Fidelity Total Bond ETF shares in Q2 2026, an estimated $87.6K.
Fidelity Total Bond ETF made up 1.63% of Woodside Wealth Management's portfolio in Q2 2026, its #16 holding.
Woodside Wealth Management first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 6 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Woodside Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.