Aurora Private Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

Aurora Private Wealth’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	$364K	Buy	8,002 +95	+1%	+$4.33K	0.23%	103
2026 Q1	$364K	Hold	7,907	–	–	0.26%	97
2025 Q4	$364K	Buy	+7,907	New	+$367K	0.24%	97
2025 Q2	$421K	Buy	+9,211	New	+$417K	0.31%	82
2021 Q1	–	Sell	-11,496	Closed	-$624K	–	217
2020 Q4	$624K	Sell	11,496 -46	-0.4%	-$2.51K	0.26%	85
2020 Q3	$631K	Buy	11,542 +680	+6%	+$37.3K	0.27%	70
2020 Q2	$586K	Sell	10,862 -3,867	-26%	-$206K	0.27%	68
2020 Q1	$762K	Buy	+14,729	New	+$762K	0.27%	83

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

Aurora Private Wealth's FBND Position: Q2 2026 in Review

Aurora Private Wealth increased its Fidelity Total Bond ETF (FBND) stake by 1.2% in Q2 2026, buying an estimated $4.33K and bringing the position to 8,002 shares worth $364K. The position accounts for 0.23% of the portfolio, ranked #103.

Aurora Private Wealth first reported a position in FBND in Q1 2020 and has held it in 8 quarters since. The position peaked at $762K in Q1 2020. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Aurora Private Wealth held 8,002 shares of Fidelity Total Bond ETF worth $364K as of Q2 2026.
Aurora Private Wealth bought 95 Fidelity Total Bond ETF shares in Q2 2026, an estimated $4.33K.
Fidelity Total Bond ETF made up 0.23% of Aurora Private Wealth's portfolio in Q2 2026, its #103 holding.
Aurora Private Wealth first reported a position in Fidelity Total Bond ETF in Q1 2020 and has held it in 8 quarters since.
Aurora Private Wealth's Fidelity Total Bond ETF position peaked at $762K in Q1 2020.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.