Avidian Wealth Enterprises’s Fidelity Total Bond ETF FBND Stock Holding History

Avidian Wealth Enterprises’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	$1.87M	Buy	41,075 +1,134	+3%	+$51.7K	0.05%	225
2026 Q1	$1.82M	Buy	39,941 +6,969	+21%	+$321K	0.06%	206
2025 Q4	$1.52M	Buy	32,972 +2,917	+10%	+$135K	0.06%	174
2025 Q3	$1.39M	Buy	30,055 +14,945	+99%	+$686K	0.05%	176
2025 Q2	$691K	Buy	15,110 +73	+0.5%	+$3.3K	0.03%	265
2025 Q1	$686K	Sell	15,037 -81,659	-84%	-$3.7M	0.03%	249
2024 Q4	$4.34M	Sell	96,696 -547	-0.6%	-$25K	0.19%	77
2024 Q3	$4.55M	Sell	97,243 -1,526	-2%	-$70.5K	0.21%	70
2024 Q2	$4.44M	Buy	98,769 +10,446	+12%	+$468K	0.18%	73
2024 Q1	$4M	Buy	+88,323	New	+$4.01M	0.19%	72

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

Avidian Wealth Enterprises's FBND Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Fidelity Total Bond ETF (FBND) stake by 2.8% in Q2 2026, buying an estimated $51.7K and bringing the position to 41,075 shares worth $1.87M. The position accounts for 0.05% of the portfolio, ranked #225.

Avidian Wealth Enterprises first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.55M in Q3 2024. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Avidian Wealth Enterprises held 41,075 shares of Fidelity Total Bond ETF worth $1.87M as of Q2 2026.
Avidian Wealth Enterprises bought 1,134 Fidelity Total Bond ETF shares in Q2 2026, an estimated $51.7K.
Fidelity Total Bond ETF made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #225 holding.
Avidian Wealth Enterprises first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
Avidian Wealth Enterprises's Fidelity Total Bond ETF position peaked at $4.55M in Q3 2024.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.