Atria Investments’s Fidelity Total Bond ETF FBND Stock Holding History

Atria Investments’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	$12M	Buy	264,410 +16,982	+7%	+$775K	0.12%	179
2026 Q1	$11.3M	Buy	247,428 +17,379	+8%	+$801K	0.13%	172
2025 Q4	$10.6M	Buy	230,049 +20,337	+10%	+$944K	0.12%	180
2025 Q3	$9.7M	Buy	209,712 +22,093	+12%	+$1.01M	0.11%	197
2025 Q2	$8.58M	Buy	187,619 +2,164	+1%	+$98K	0.1%	227
2025 Q1	$8.47M	Sell	185,455 -21,811	-11%	-$988K	0.11%	220
2024 Q4	$9.3M	Buy	207,266 +32,926	+19%	+$1.5M	0.12%	200
2024 Q3	$8.15M	Sell	174,340 -3,174	-2%	-$147K	0.1%	229
2024 Q2	$7.98M	Buy	177,514 +7,546	+4%	+$338K	0.1%	219
2024 Q1	$7.7M	Buy	169,968 +7,623	+5%	+$346K	0.11%	229
2023 Q4	$7.47M	Buy	162,345 +76,355	+89%	+$3.37M	0.12%	211
2023 Q3	$3.75M	Buy	85,990 +38,225	+80%	+$1.71M	0.07%	357
2023 Q2	$2.17M	Buy	+47,765	New	+$2.19M	0.04%	518
2022 Q1	–	Sell	-19,579	Closed	-$1.04M	–	881
2021 Q4	$1.04M	Buy	+19,579	New	+$1.04M	0.02%	823

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

Atria Investments's FBND Position: Q2 2026 in Review

Atria Investments increased its Fidelity Total Bond ETF (FBND) stake by 6.9% in Q2 2026, buying an estimated $775K and bringing the position to 264,410 shares worth $12M. The position accounts for 0.12% of the portfolio, ranked #179.

Atria Investments first reported a position in FBND in Q4 2021 and has held it in 14 quarters since. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Atria Investments held 264,410 shares of Fidelity Total Bond ETF worth $12M as of Q2 2026.
Atria Investments bought 16,982 Fidelity Total Bond ETF shares in Q2 2026, an estimated $775K.
Fidelity Total Bond ETF made up 0.12% of Atria Investments's portfolio in Q2 2026, its #179 holding.
Atria Investments first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 14 quarters since.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.