Brown, Lisle/Cummings’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Brown, Lisle/Cummings’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	$147K	Buy	+2,990	New	+$147K	0.03%	262

Other funds holding FTBD

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BIS

BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Brown, Lisle/Cummings's FTBD Position: Q2 2026 in Review

Brown, Lisle/Cummings opened a new position in Fidelity Tactical Bond ETF (FTBD) in Q2 2026: 2,990 shares worth $147K. The stake represents 0.03% of the portfolio and ranks #262 among its holdings.

18 funds tracked by Wall St. Rank hold FTBD as of Q2 2026.

Brown, Lisle/Cummings held 2,990 shares of Fidelity Tactical Bond ETF worth $147K as of Q2 2026.
Fidelity Tactical Bond ETF was a new Brown, Lisle/Cummings position in Q2 2026.
Fidelity Tactical Bond ETF made up 0.03% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #262 holding.
18 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.