Avantax Advisory Services’s Fidelity Total Bond ETF FBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$38.4M Buy
838,606
+118,991
+17% +$5.39M 0.21% 75
2025
Q1
$32.9M Buy
719,615
+72,497
+11% +$3.28M 0.2% 84
2024
Q4
$29M Buy
647,118
+125,613
+24% +$5.74M 0.18% 84
2024
Q3
$24.4M Buy
521,505
+79,278
+18% +$3.66M 0.16% 97
2024
Q2
$19.9M Buy
442,227
+60,685
+16% +$2.72M 0.14% 110
2024
Q1
$17.3M Buy
381,542
+47,189
+14% +$2.14M 0.15% 108
2023
Q4
$15.4M Buy
334,353
+95,672
+40% +$4.22M 0.15% 109
2023
Q3
$10.4M Buy
238,681
+192,214
+414% +$8.59M 0.12% 138
2023
Q2
$2.11M Buy
46,467
+16,324
+54% +$747K 0.02% 440
2023
Q1
$1.39M Buy
30,143
+14,616
+94% +$670K 0.02% 555
2022
Q4
$699K Buy
15,527
+1,364
+10% +$61.2K 0.01% 743
2022
Q3
$629K Buy
14,163
+1,478
+12% +$69K 0.01% 685
2022
Q2
$590K Sell
12,685
-72
-0.6% -$3.43K 0.01% 717
2022
Q1
$638K Buy
12,757
+2,688
+27% +$137K 0.01% 702
2021
Q4
$534K Buy
10,069
+2,882
+40% +$153K 0.01% 741
2021
Q3
$380K Buy
7,187
+1,436
+25% +$77K 0.01% 822
2021
Q2
$310K Sell
5,751
-875
-13% -$46.3K 0.01% 890
2021
Q1
$356K Buy
+6,626
New +$353K 0.01% 739

Other funds holding FBND

Avantax Advisory Services's FBND Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity Total Bond ETF (FBND) stake by 17% in Q2 2025, buying an estimated $5.39M and bringing the position to 838,606 shares worth $38.4M. The position accounts for 0.21% of the portfolio, ranked #75.

Avantax Advisory Services first reported a position in FBND in Q1 2021 and has held it in 18 quarters since. 623 funds tracked by Wall St. Rank hold FBND as of Q2 2025.

  • Avantax Advisory Services held 838,606 shares of Fidelity Total Bond ETF worth $38.4M as of Q2 2025.
  • Avantax Advisory Services bought 118,991 Fidelity Total Bond ETF shares in Q2 2025, an estimated $5.39M.
  • Fidelity Total Bond ETF made up 0.21% of Avantax Advisory Services's portfolio in Q2 2025, its #75 holding.
  • Avantax Advisory Services first reported a position in Fidelity Total Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • 623 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.