Camelot Portfolios’s Fidelity Total Bond ETF FBND Stock Holding History

Camelot Portfolios’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	$855K	Sell	18,792 -57	-0.3%	-$2.6K	0.6%	52
2026 Q1	$860K	Buy	18,849 +102	+0.5%	+$4.7K	0.64%	55
2025 Q4	$863K	Sell	18,747 -307	-2%	-$14.2K	0.53%	57
2025 Q3	$881K	Sell	19,054 -86	-0.4%	-$3.95K	0.52%	62
2025 Q2	$876K	Buy	19,140 +74	+0.4%	+$3.35K	0.52%	64
2025 Q1	$870K	Buy	+19,066	New	+$864K	0.54%	60
2024 Q3	–	Sell	-19,323	Closed	-$868K	–	278
2024 Q2	$868K	Buy	+19,323	New	+$866K	0.49%	61

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

Camelot Portfolios's FBND Position: Q2 2026 in Review

Camelot Portfolios reduced its Fidelity Total Bond ETF (FBND) stake by 0.3% in Q2 2026, selling an estimated $2.6K and leaving 18,792 shares worth $855K. The position accounts for 0.6% of the portfolio, ranked #52.

Camelot Portfolios first reported a position in FBND in Q2 2024 and has held it in 7 quarters since. The position peaked at $881K in Q3 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Camelot Portfolios held 18,792 shares of Fidelity Total Bond ETF worth $855K as of Q2 2026.
Camelot Portfolios sold 57 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.6K.
Fidelity Total Bond ETF made up 0.6% of Camelot Portfolios's portfolio in Q2 2026, its #52 holding.
Camelot Portfolios first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 7 quarters since.
Camelot Portfolios's Fidelity Total Bond ETF position peaked at $881K in Q3 2025.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.