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 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

Other funds holding FTBD

IIM

InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Avidian Wealth Enterprises reduced its Fidelity Tactical Bond ETF (FTBD) stake by 32% in Q2 2026, selling an estimated $128K and leaving 5,412 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #630.

Avidian Wealth Enterprises first reported a position in FTBD in Q3 2025 and has held it in 4 quarters since. The position peaked at $400K in Q3 2025. 5 funds tracked by Wall St. Rank hold FTBD as of Q2 2026.

Avidian Wealth Enterprises held 5,412 shares of Fidelity Tactical Bond ETF worth $267K as of Q2 2026.
Avidian Wealth Enterprises sold 2,588 Fidelity Tactical Bond ETF shares in Q2 2026, an estimated $128K.
Fidelity Tactical Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #630 holding.
Avidian Wealth Enterprises first reported a position in Fidelity Tactical Bond ETF in Q3 2025 and has held it in 4 quarters since.
Avidian Wealth Enterprises's Fidelity Tactical Bond ETF position peaked at $400K in Q3 2025.
5 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q2 2026.

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