Beacon Pointe Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Beacon Pointe 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	$1.28M	Buy	28,242 +9,025	+47%	+$412K	0.01%	932
2026 Q1	$877K	Buy	19,217 +6,534	+52%	+$301K	﹤0.01%	1047
2025 Q4	$584K	Buy	12,683 +1,317	+12%	+$61.1K	﹤0.01%	1025
2025 Q3	$526K	Buy	+11,366	New	+$522K	﹤0.01%	994
2024 Q2	–	Sell	-5,338	Closed	-$242K	–	1310
2024 Q1	$242K	Buy	+5,338	New	+$242K	﹤0.01%	1183
2022 Q2	–	Sell	-86,877	Closed	-$4.32M	–	1101
2022 Q1	$4.32M	Buy	+86,877	New	+$4.44M	0.06%	276

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

Beacon Pointe Advisors's FBND Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Fidelity Total Bond ETF (FBND) stake by 47% in Q2 2026, buying an estimated $412K and bringing the position to 28,242 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #932.

Beacon Pointe Advisors first reported a position in FBND in Q1 2022 and has held it in 6 quarters since. The position peaked at $4.32M in Q1 2022. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Beacon Pointe Advisors held 28,242 shares of Fidelity Total Bond ETF worth $1.28M as of Q2 2026.
Beacon Pointe Advisors bought 9,025 Fidelity Total Bond ETF shares in Q2 2026, an estimated $412K.
Fidelity Total Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #932 holding.
Beacon Pointe Advisors first reported a position in Fidelity Total Bond ETF in Q1 2022 and has held it in 6 quarters since.
Beacon Pointe Advisors's Fidelity Total Bond ETF position peaked at $4.32M in Q1 2022.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.