Beam Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Beam Wealth 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	$583K	Buy	12,774 +183	+1%	+$8.35K	0.13%	97
2026 Q1	$577K	Buy	+12,591	New	+$581K	0.14%	92
2022 Q4	–	Sell	-40,576	Closed	-$1.8M	–	104
2022 Q3	$1.8M	Buy	40,576 +12,890	+47%	+$602K	2.01%	13
2022 Q2	$1.29M	Buy	+27,686	New	+$1.32M	1.43%	25
2020 Q2	–	Sell	-5,995	Closed	-$310K	–	140
2020 Q1	$310K	Sell	5,995 -16,514	-73%	-$855K	0.31%	103
2019 Q4	$1.17M	Buy	+22,509	New	+$1.16M	1.09%	24

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

Beam Wealth Advisors's FBND Position: Q2 2026 in Review

Beam Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 1.5% in Q2 2026, buying an estimated $8.35K and bringing the position to 12,774 shares worth $583K. The position accounts for 0.13% of the portfolio, ranked #97.

Beam Wealth Advisors first reported a position in FBND in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.8M in Q3 2022. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Beam Wealth Advisors held 12,774 shares of Fidelity Total Bond ETF worth $583K as of Q2 2026.
Beam Wealth Advisors bought 183 Fidelity Total Bond ETF shares in Q2 2026, an estimated $8.35K.
Fidelity Total Bond ETF made up 0.13% of Beam Wealth Advisors's portfolio in Q2 2026, its #97 holding.
Beam Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2019 and has held it in 6 quarters since.
Beam Wealth Advisors's Fidelity Total Bond ETF position peaked at $1.8M in Q3 2022.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.