Anchor Capital Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Anchor Capital 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	$1.65M	Buy	36,331 +6,907	+23%	+$315K	0.05%	150
2026 Q1	$1.34M	Buy	29,424 +2,315	+9%	+$107K	0.04%	153
2025 Q4	$1.25M	Sell	27,109 -160	-0.6%	-$7.42K	0.04%	158
2025 Q3	$1.26M	Sell	27,269 -2,700	-9%	-$124K	0.04%	160
2025 Q2	$1.37M	Sell	29,969 -19,049	-39%	-$862K	0.04%	152
2025 Q1	$2.24M	Sell	49,018 -1,880	-4%	-$85.2K	0.07%	130
2024 Q4	$2.28M	Sell	50,898 -23,450	-32%	-$1.07M	0.07%	132
2024 Q3	$3.48M	Sell	74,348 -545	-0.7%	-$25.2K	0.09%	117
2024 Q2	$3.36M	Sell	74,893 -305	-0.4%	-$13.7K	0.09%	113
2024 Q1	$3.41M	Buy	75,198 +1,428	+2%	+$64.8K	0.09%	114
2023 Q4	$3.4M	Sell	73,770 -1,725	-2%	-$76.1K	0.09%	108
2023 Q3	$3.29M	Sell	75,495 -80	-0.1%	-$3.58K	0.09%	111
2023 Q2	$3.43M	Sell	75,575 -45	-0.1%	-$2.06K	0.09%	114
2023 Q1	$3.48M	Buy	75,620 +9,335	+14%	+$428K	0.09%	111
2022 Q4	$2.98M	Buy	66,285 +42,525	+179%	+$1.91M	0.08%	116
2022 Q3	$1.06M	Sell	23,760 -13,345	-36%	-$623K	0.03%	170
2022 Q2	$1.73M	Sell	37,105 -1,565	-4%	-$74.5K	0.04%	146
2022 Q1	$1.93M	Buy	38,670 +5,400	+16%	+$276K	0.04%	155
2021 Q4	$1.76M	Sell	33,270 -740	-2%	-$39.3K	0.03%	156
2021 Q3	$1.81M	Buy	34,010 +2,875	+9%	+$154K	0.04%	151
2021 Q2	$1.66M	Buy	31,135 +3,755	+14%	+$199K	0.03%	159
2021 Q1	$1.44M	Buy	27,380 +8,220	+43%	+$438K	0.03%	165
2020 Q4	$1.04M	Buy	19,160 +5,470	+40%	+$299K	0.02%	171
2020 Q3	$748K	Buy	13,690 +2,340	+21%	+$128K	0.02%	175
2020 Q2	$612K	Buy	+11,350	New	+$604K	0.02%	188
2020 Q1	–	Sell	-18,050	Closed	-$934K	–	251
2019 Q4	$934K	Buy	+18,050	New	+$933K	0.02%	165

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

Anchor Capital Advisors's FBND Position: Q2 2026 in Review

Anchor Capital Advisors increased its Fidelity Total Bond ETF (FBND) stake by 23% in Q2 2026, buying an estimated $315K and bringing the position to 36,331 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #150.

Anchor Capital Advisors first reported a position in FBND in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.48M in Q1 2023. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Anchor Capital Advisors held 36,331 shares of Fidelity Total Bond ETF worth $1.65M as of Q2 2026.
Anchor Capital Advisors bought 6,907 Fidelity Total Bond ETF shares in Q2 2026, an estimated $315K.
Fidelity Total Bond ETF made up 0.05% of Anchor Capital Advisors's portfolio in Q2 2026, its #150 holding.
Anchor Capital Advisors first reported a position in Fidelity Total Bond ETF in Q4 2019 and has held it in 26 quarters since.
Anchor Capital Advisors's Fidelity Total Bond ETF position peaked at $3.48M in Q1 2023.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.