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Advisor OS’s Fidelity Total Bond ETF FBND Stock Holding History

Advisor OS’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 		$6.72M Buy
147,684
+62,702
+74% +$2.86M 0.45% 42
2026
Q1 		$3.88M Sell
84,982
-3,018
-3% -$139K 0.28% 58
2025
Q4 		$4.05M Buy
88,000
+15,508
+21% +$720K 0.33% 52
2025
Q3 		$3.35M Buy
72,492
+20,362
+39% +$935K 0.29% 51
2025
Q2 		$2.38M Sell
52,130
-249,488
-83% -$11.3M 0.23% 63
2025
Q1 		$13.8M Buy
301,618
+9,288
+3% +$421K 1.57% 15
2024
Q4 		$13.1M Sell
292,330
-76,633
-21% -$3.5M 1.52% 15
2024
Q3 		$17.2M Buy
368,963
+31,807
+9% +$1.47M 1.72% 13
2024
Q2 		$15.1M Buy
337,156
+12,519
+4% +$561K 1.66% 14
2024
Q1 		$14.7M Buy
324,637
+168,960
+109% +$7.67M 1.69% 12
2023
Q4 		$7.17M Buy
155,677
+14,985
+11% +$661K 0.93% 20
2023
Q3 		$6.13M Buy
140,692
+108,223
+333% +$4.84M 0.92% 21
2023
Q2 		$1.47M Buy
+32,469
New +$1.49M 0.24% 77

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisor OS's FBND Position: Q2 2026 in Review

Advisor OS increased its Fidelity Total Bond ETF (FBND) stake by 74% in Q2 2026, buying an estimated $2.86M and bringing the position to 147,684 shares worth $6.72M. The position accounts for 0.45% of the portfolio, ranked #42.

Advisor OS first reported a position in FBND in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.2M in Q3 2024. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Advisor OS held 147,684 shares of Fidelity Total Bond ETF worth $6.72M as of Q2 2026.
  • Advisor OS bought 62,702 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.86M.
  • Fidelity Total Bond ETF made up 0.45% of Advisor OS's portfolio in Q2 2026, its #42 holding.
  • Advisor OS first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Advisor OS's Fidelity Total Bond ETF position peaked at $17.2M in Q3 2024.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.