Avidian Wealth Enterprises
FTBD icon

Avidian Wealth Enterprises’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Avidian Wealth Enterprises’s Portfolio FTBD Stock Details FTBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$253K Hold
5,412
– – 0.01% 655
2026
Q2 		$267K Sell
5,412
-2,588
-32% -$128K 0.01% 630
2026
Q1 		$393K Hold
8,000
– – 0.01% 486
2025
Q4 		$396K Hold
8,000
– – 0.01% 424
2025
Q3 		$400K Buy
+8,000
New +$396K 0.02% 412

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Avidian Wealth Enterprises's FTBD Position: Q3 2026 in Review

Avidian Wealth Enterprises held its Fidelity Tactical Bond ETF (FTBD) position steady in Q3 2026 at 5,412 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #655.

Avidian Wealth Enterprises first reported a position in FTBD in Q3 2025 and has held it in 5 quarters since. The position peaked at $400K in Q3 2025. 19 funds tracked by Wall St. Rank hold FTBD as of Q3 2026.

  • Avidian Wealth Enterprises held 5,412 shares of Fidelity Tactical Bond ETF worth $253K as of Q3 2026.
  • Avidian Wealth Enterprises left its Fidelity Tactical Bond ETF share count unchanged in Q3 2026.
  • Fidelity Tactical Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #655 holding.
  • Avidian Wealth Enterprises first reported a position in Fidelity Tactical Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Avidian Wealth Enterprises's Fidelity Tactical Bond ETF position peaked at $400K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.