Barry Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Barry Investment Advisors’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	$8M	Buy	175,149 +47,024	+37%	+$2.15M	1.67%	17
2026 Q1	$5.87M	Buy	128,125 +23,595	+23%	+$1.09M	1.29%	19
2025 Q4	$4.84M	Buy	104,530 +9,629	+10%	+$447K	1.08%	24
2025 Q3	$4.4M	Buy	94,901 +18,751	+25%	+$861K	1.01%	24
2025 Q2	$3.5M	Buy	76,150 +14,877	+24%	+$673K	0.87%	31
2025 Q1	$2.81M	Buy	61,273 +7,158	+13%	+$324K	0.75%	34
2024 Q4	$2.44M	Buy	54,115 +12,889	+31%	+$589K	0.78%	33
2024 Q3	$1.93M	Buy	41,226 +9,201	+29%	+$425K	0.59%	33
2024 Q2	$1.44M	Buy	32,025 +10,545	+49%	+$472K	0.49%	38
2024 Q1	$977K	Buy	+21,480	New	+$975K	0.33%	44

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

Barry Investment Advisors's FBND Position: Q2 2026 in Review

Barry Investment Advisors increased its Fidelity Total Bond ETF (FBND) stake by 37% in Q2 2026, buying an estimated $2.15M and bringing the position to 175,149 shares worth $8M. The position accounts for 1.67% of the portfolio, ranked #17.

Barry Investment Advisors first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Barry Investment Advisors held 175,149 shares of Fidelity Total Bond ETF worth $8M as of Q2 2026.
Barry Investment Advisors bought 47,024 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.15M.
Fidelity Total Bond ETF made up 1.67% of Barry Investment Advisors's portfolio in Q2 2026, its #17 holding.
Barry Investment Advisors first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.