Atria Wealth Solutions’s Fidelity Total Bond ETF FBND Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$2.5M	Sell	54,523 -324,392	-86%	-$14.7M	0.06%	359
2025 Q1	$17.4M	Buy	378,915 +41,463	+12%	+$1.88M	0.21%	104
2024 Q4	$15.2M	Buy	337,452 +51,269	+18%	+$2.34M	0.17%	128
2024 Q3	$13.4M	Buy	286,183 +5,284	+2%	+$244K	0.15%	149
2024 Q2	$12.7M	Sell	280,899 -128,136	-31%	-$5.74M	0.14%	153
2024 Q1	$18.6M	Buy	409,035 +9,739	+2%	+$442K	0.21%	99
2023 Q4	$18.4M	Buy	399,296 +38,833	+11%	+$1.71M	0.23%	98
2023 Q3	$15.7M	Buy	360,463 +59,906	+20%	+$2.68M	0.22%	101
2023 Q2	$13.7M	Buy	300,557 +46,002	+18%	+$2.11M	0.19%	117
2023 Q1	$11.7M	Buy	254,555 +40,762	+19%	+$1.87M	0.17%	130
2022 Q4	$9.64M	Buy	213,793 +124,409	+139%	+$5.58M	0.15%	141
2022 Q3	$3.97M	Buy	89,384 +17,995	+25%	+$841K	0.07%	283
2022 Q2	$3.32M	Buy	71,389 +8,575	+14%	+$408K	0.06%	320
2022 Q1	$3.13M	Buy	+62,814	New	+$3.21M	0.05%	356

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's FBND Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity Total Bond ETF (FBND) stake by 86% in Q2 2025, selling an estimated $14.7M and leaving 54,523 shares worth $2.5M. The position accounts for 0.06% of the portfolio, ranked #359.

Atria Wealth Solutions first reported a position in FBND in Q1 2022 and has held it in 14 quarters since. The position peaked at $18.6M in Q1 2024. 625 funds tracked by Wall St. Rank hold FBND as of Q2 2025.

Atria Wealth Solutions held 54,523 shares of Fidelity Total Bond ETF worth $2.5M as of Q2 2025.
Atria Wealth Solutions sold 324,392 Fidelity Total Bond ETF shares in Q2 2025, an estimated $14.7M.
Fidelity Total Bond ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #359 holding.
Atria Wealth Solutions first reported a position in Fidelity Total Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Fidelity Total Bond ETF position peaked at $18.6M in Q1 2024.
625 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.