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

Bell 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	–	Sell	-181	Closed	-$8.26K	–	1851
2026 Q1	$8.26K	Buy	+181	New	+$8.35K	﹤0.01%	760
2025 Q2	–	Sell	-1,233	Closed	-$56.3K	–	1918
2025 Q1	$56.3K	Hold	1,233	–	–	0.01%	209
2024 Q4	$55.3K	Hold	1,233	–	–	0.01%	207
2024 Q3	$57.6K	Hold	1,233	–	–	0.01%	211
2024 Q2	$55.4K	Buy	+1,233	New	+$55.2K	0.01%	202

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 22.9% 1-Year Est. Return

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

Bell Investment Advisors sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 181 shares — an estimated $8.26K sold.

Bell Investment Advisors first reported a position in FBND in Q2 2024 and held it in 5 quarters. The position peaked at $57.6K in Q3 2024. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Bell Investment Advisors reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
Bell Investment Advisors sold 181 Fidelity Total Bond ETF shares in Q2 2026, an estimated $8.26K.
Bell Investment Advisors first reported a position in Fidelity Total Bond ETF in Q2 2024 and held it in 5 quarters.
Bell Investment Advisors's Fidelity Total Bond ETF position peaked at $57.6K in Q3 2024.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.