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Arkadios Wealth Advisors’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Arkadios Wealth Advisors’s Portfolio FTBD Stock Details FTBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$389K Sell
7,888
-63
-0.8% -$3.1K 0.01% 1247
2026
Q1 		$391K Buy
7,951
+1,652
+26% +$82.1K 0.01% 1224
2025
Q4 		$312K Buy
6,299
+1,673
+36% +$83.7K 0.01% 1235
2025
Q3 		$231K Buy
4,626
+295
+7% +$14.6K 0.01% 1293
2025
Q2 		$213K Buy
+4,331
New +$211K 0.01% 1195

Other funds holding FTBD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
BIS
BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Arkadios Wealth Advisors reduced its Fidelity Tactical Bond ETF (FTBD) stake by 0.79% in Q2 2026, selling an estimated $3.1K and leaving 7,888 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #1247.

Arkadios Wealth Advisors first reported a position in FTBD in Q2 2025 and has held it in 5 quarters since. The position peaked at $391K in Q1 2026. 15 funds tracked by Wall St. Rank hold FTBD as of Q2 2026.

  • Arkadios Wealth Advisors held 7,888 shares of Fidelity Tactical Bond ETF worth $389K as of Q2 2026.
  • Arkadios Wealth Advisors sold 63 Fidelity Tactical Bond ETF shares in Q2 2026, an estimated $3.1K.
  • Fidelity Tactical Bond ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1247 holding.
  • Arkadios Wealth Advisors first reported a position in Fidelity Tactical Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Arkadios Wealth Advisors's Fidelity Tactical Bond ETF position peaked at $391K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q2 2026.

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