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

Arkadios 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	$59.5M	Buy	1,307,314 +83,362	+7%	+$3.8M	0.9%	15
2026 Q1	$55.8M	Buy	1,223,952 +218,020	+22%	+$10.1M	0.91%	10
2025 Q4	$46.3M	Buy	1,005,932 +263,355	+35%	+$12.2M	0.9%	13
2025 Q3	$34.3M	Buy	742,577 +520,944	+235%	+$23.9M	0.82%	16
2025 Q2	$10.1M	Buy	221,633 +76,963	+53%	+$3.48M	0.3%	60
2025 Q1	$6.6M	Buy	144,670 +77,287	+115%	+$3.5M	0.25%	86
2024 Q4	$3.02M	Buy	67,383 +39,270	+140%	+$1.79M	0.16%	130
2024 Q3	$1.31M	Buy	28,113 +20,177	+254%	+$932K	0.07%	258
2024 Q2	$357K	Buy	7,936 +1,692	+27%	+$75.8K	0.02%	580
2024 Q1	$283K	Buy	6,244 +323	+5%	+$14.7K	0.02%	552
2023 Q4	$273K	Sell	5,921 -242	-4%	-$10.7K	0.02%	556
2023 Q3	$268K	Sell	6,163 -485	-7%	-$21.7K	0.03%	529
2023 Q2	$302K	Sell	6,648 -108,566	-94%	-$4.97M	0.04%	441
2023 Q1	$5.3M	Buy	115,214 +19,641	+21%	+$900K	0.63%	31
2022 Q4	$4.3M	Sell	95,573 -7	-0%	-$314	0.57%	39
2022 Q3	$4.25M	Buy	95,580 +35,523	+59%	+$1.66M	0.64%	33
2022 Q2	$2.79M	Buy	60,057 +31,641	+111%	+$1.51M	0.42%	60
2022 Q1	$1.41M	Buy	28,416 +5,898	+26%	+$302K	0.19%	133
2021 Q4	$1.19M	Buy	22,518 +1,922	+9%	+$102K	0.16%	154
2021 Q3	$1.09M	Buy	20,596 +2,934	+17%	+$157K	0.16%	150
2021 Q2	$941K	Buy	17,662 +7,499	+74%	+$397K	0.11%	211
2021 Q1	$532K	Buy	10,163 +1,241	+14%	+$66.1K	0.09%	237
2020 Q4	$484K	Buy	8,922 +3,519	+65%	+$192K	0.1%	205
2020 Q3	$296K	Buy	5,403 +4	+0.1%	+$219	0.15%	141
2020 Q2	$294K	Buy	+5,399	New	+$287K	0.16%	128

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

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

Arkadios Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 6.8% in Q2 2026, buying an estimated $3.8M and bringing the position to 1,307,314 shares worth $59.5M. The position accounts for 0.9% of the portfolio, ranked #15.

Arkadios Wealth Advisors first reported a position in FBND in Q2 2020 and has held it in 25 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Arkadios Wealth Advisors held 1,307,314 shares of Fidelity Total Bond ETF worth $59.5M as of Q2 2026.
Arkadios Wealth Advisors bought 83,362 Fidelity Total Bond ETF shares in Q2 2026, an estimated $3.8M.
Fidelity Total Bond ETF made up 0.9% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Arkadios Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q2 2020 and has held it in 25 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.