Advisornet Financial’s Fidelity Total Bond ETF FBND Stock Holding History

Advisornet Financial’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	$2.56M	Sell	56,184 -7,383	-12%	-$337K	0.12%	156
2026 Q1	$2.9M	Buy	63,567 +8,701	+16%	+$401K	0.15%	130
2025 Q4	$2.53M	Buy	54,866 +3,127	+6%	+$145K	0.13%	141
2025 Q3	$2.39M	Sell	51,739 -5,012	-9%	-$230K	0.14%	137
2025 Q2	$2.6M	Buy	56,751 +174	+0.3%	+$7.88K	0.17%	120
2025 Q1	$2.58M	Sell	56,577 -3,678	-6%	-$167K	0.19%	109
2024 Q4	$2.7M	Sell	60,255 -1,313	-2%	-$60K	0.23%	100
2024 Q3	$2.88M	Sell	61,568 -1,128	-2%	-$52.1K	0.22%	108
2024 Q2	$2.82M	Buy	62,696 +653	+1%	+$29.3K	0.26%	97
2024 Q1	$2.81M	Buy	62,043 +8,941	+17%	+$406K	0.27%	88
2023 Q4	$2.44M	Buy	+53,102	New	+$2.34M	0.23%	110
2023 Q3	–	Sell	-4,050	Closed	-$184K	–	2331
2023 Q2	$184K	Buy	+4,050	New	+$185K	0.02%	496

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 22.9% 1-Year Est. Return

Advisornet Financial's FBND Position: Q2 2026 in Review

Advisornet Financial reduced its Fidelity Total Bond ETF (FBND) stake by 12% in Q2 2026, selling an estimated $337K and leaving 56,184 shares worth $2.56M. The position accounts for 0.12% of the portfolio, ranked #156.

Advisornet Financial first reported a position in FBND in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.9M in Q1 2026. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Advisornet Financial held 56,184 shares of Fidelity Total Bond ETF worth $2.56M as of Q2 2026.
Advisornet Financial sold 7,383 Fidelity Total Bond ETF shares in Q2 2026, an estimated $337K.
Fidelity Total Bond ETF made up 0.12% of Advisornet Financial's portfolio in Q2 2026, its #156 holding.
Advisornet Financial first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 12 quarters since.
Advisornet Financial's Fidelity Total Bond ETF position peaked at $2.9M in Q1 2026.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.