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BG Investment Services’s Fidelity Tactical Bond ETF FTBD Stock Holding History

BG Investment Services’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 		$586K Buy
11,892
+757
+7% +$37.3K 0.42% 33
2026
Q1 		$547K Buy
11,135
+1,112
+11% +$55.3K 0.45% 31
2025
Q4 		$496K Buy
10,023
+3,063
+44% +$153K 0.44% 33
2025
Q3 		$348K Buy
6,960
+1,929
+38% +$95.5K 0.34% 36
2025
Q2 		$248K Buy
5,031
+293
+6% +$14.2K 0.31% 38
2025
Q1 		$232K Buy
+4,738
New +$230K 0.25% 33

Other funds holding FTBD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BG Investment Services's FTBD Position: Q2 2026 in Review

BG Investment Services increased its Fidelity Tactical Bond ETF (FTBD) stake by 6.8% in Q2 2026, buying an estimated $37.3K and bringing the position to 11,892 shares worth $586K. The position accounts for 0.42% of the portfolio, ranked #33.

BG Investment Services first reported a position in FTBD in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold FTBD as of Q2 2026.

  • BG Investment Services held 11,892 shares of Fidelity Tactical Bond ETF worth $586K as of Q2 2026.
  • BG Investment Services bought 757 Fidelity Tactical Bond ETF shares in Q2 2026, an estimated $37.3K.
  • Fidelity Tactical Bond ETF made up 0.42% of BG Investment Services's portfolio in Q2 2026, its #33 holding.
  • BG Investment Services first reported a position in Fidelity Tactical Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.