Centerline Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Centerline Wealth 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	$9.12M	Sell	200,540 -34,906	-15%	-$1.59M	2.86%	13
2026 Q1	$10.7M	Sell	235,446 -42,845	-15%	-$1.98M	3.86%	8
2025 Q4	$12.8M	Sell	278,291 -187,820	-40%	-$8.72M	4.64%	10
2025 Q3	$21.6M	Buy	466,111 +35,123	+8%	+$1.61M	9.38%	3
2025 Q2	$19.7M	Buy	430,988 +77,865	+22%	+$3.52M	9.68%	3
2025 Q1	$16.1M	Buy	353,123 +7,962	+2%	+$361K	9.61%	2
2024 Q4	$15.5M	Buy	+345,161	New	+$15.8M	9.08%	3

Other funds holding FBND

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Centerline Wealth Advisors's FBND Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 15% in Q2 2026, selling an estimated $1.59M and leaving 200,540 shares worth $9.12M. The position accounts for 2.86% of the portfolio, ranked #13.

Centerline Wealth Advisors first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.6M in Q3 2025. 279 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Centerline Wealth Advisors held 200,540 shares of Fidelity Total Bond ETF worth $9.12M as of Q2 2026.
Centerline Wealth Advisors sold 34,906 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.59M.
Fidelity Total Bond ETF made up 2.86% of Centerline Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Centerline Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's Fidelity Total Bond ETF position peaked at $21.6M in Q3 2025.
279 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.