BFP
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Briaud Financial Planning’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-202
Closed -$9K – 137
2025
Q2 		$9K Buy
+202
New +$9.82K ﹤0.01% 248

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Jane Street
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Osaic Holdings
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AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
BIS
BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return

Briaud Financial Planning's FTBD Position: Q3 2025 in Review

Briaud Financial Planning sold out of Fidelity Tactical Bond ETF (FTBD) in Q3 2025, closing a stake of 202 shares — an estimated $9K sold.

Briaud Financial Planning first reported a position in FTBD in Q2 2025 and held it in 1 quarter. The position peaked at $9K in Q2 2025. 17 funds tracked by Wall St. Rank hold FTBD as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity Tactical Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 202 Fidelity Tactical Bond ETF shares in Q3 2025, an estimated $9K.
  • Briaud Financial Planning first reported a position in Fidelity Tactical Bond ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity Tactical Bond ETF position peaked at $9K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.