BOS Asset Management’s Fidelity Total Bond ETF FBND Stock Holding History

BOS Asset Management’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	$7.75M	Buy	170,278 +11,392	+7%	+$520K	1.8%	12
2026 Q1	$7.25M	Buy	158,886 +14,124	+10%	+$651K	1.85%	11
2025 Q4	$6.66M	Buy	144,762 +5,739	+4%	+$266K	1.78%	12
2025 Q3	$6.43M	Buy	139,023 +8,445	+6%	+$388K	1.81%	11
2025 Q2	$5.97M	Buy	130,578 +566	+0.4%	+$25.6K	1.91%	11
2025 Q1	$5.94M	Buy	130,012 +16,688	+15%	+$756K	2.04%	10
2024 Q4	$5.08M	Buy	+113,324	New	+$5.18M	1.82%	13

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

BOS Asset Management's FBND Position: Q2 2026 in Review

BOS Asset Management increased its Fidelity Total Bond ETF (FBND) stake by 7.2% in Q2 2026, buying an estimated $520K and bringing the position to 170,278 shares worth $7.75M. The position accounts for 1.8% of the portfolio, ranked #12.

BOS Asset Management first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

BOS Asset Management held 170,278 shares of Fidelity Total Bond ETF worth $7.75M as of Q2 2026.
BOS Asset Management bought 11,392 Fidelity Total Bond ETF shares in Q2 2026, an estimated $520K.
Fidelity Total Bond ETF made up 1.8% of BOS Asset Management's portfolio in Q2 2026, its #12 holding.
BOS Asset Management first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.