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

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

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. 792 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.
792 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.