Bright Financial Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Bright Financial 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	$1.59M	Sell	34,921 -9,030	-21%	-$412K	0.67%	26
2026 Q1	$2.01M	Buy	43,951 +6,414	+17%	+$296K	0.92%	22
2025 Q4	$1.73M	Buy	37,537 +5,959	+19%	+$277K	0.82%	23
2025 Q3	$1.46M	Buy	31,578 +1,240	+4%	+$56.9K	0.71%	25
2025 Q2	$1.39M	Buy	30,338 +4,015	+15%	+$182K	0.77%	25
2025 Q1	$1.2M	Buy	26,323 +3,095	+13%	+$140K	0.74%	24
2024 Q4	$1.04M	Buy	+23,228	New	+$1.06M	0.66%	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

Bright Financial Advisors's FBND Position: Q2 2026 in Review

Bright Financial Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 21% in Q2 2026, selling an estimated $412K and leaving 34,921 shares worth $1.59M. The position accounts for 0.67% of the portfolio, ranked #26.

Bright Financial Advisors first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q1 2026. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Bright Financial Advisors held 34,921 shares of Fidelity Total Bond ETF worth $1.59M as of Q2 2026.
Bright Financial Advisors sold 9,030 Fidelity Total Bond ETF shares in Q2 2026, an estimated $412K.
Fidelity Total Bond ETF made up 0.67% of Bright Financial Advisors's portfolio in Q2 2026, its #26 holding.
Bright Financial Advisors first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
Bright Financial Advisors's Fidelity Total Bond ETF position peaked at $2.01M in Q1 2026.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.