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

Clarity 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	$11.6M	Buy	255,355 +19,533	+8%	+$891K	2.05%	17
2026 Q1	$10.8M	Buy	235,822 +21,963	+10%	+$1.01M	2.21%	17
2025 Q4	$9.85M	Buy	213,859 +34,882	+19%	+$1.62M	2.01%	20
2025 Q3	$8.28M	Buy	178,977 +27,096	+18%	+$1.24M	1.82%	21
2025 Q2	$6.95M	Buy	151,881 +6,785	+5%	+$307K	1.71%	23
2025 Q1	$6.62M	Buy	145,096 +8,371	+6%	+$379K	1.84%	21
2024 Q4	$6.13M	Buy	136,725 +23,906	+21%	+$1.09M	1.67%	21
2024 Q3	$5.27M	Buy	112,819 +37,417	+50%	+$1.73M	1.53%	24
2024 Q2	$3.39M	Buy	75,402 +5,457	+8%	+$244K	1.1%	29
2024 Q1	$3.17M	Buy	69,945 +18,208	+35%	+$826K	1.07%	29
2023 Q4	$2.38M	Buy	+51,737	New	+$2.28M	0.9%	32

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

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

Clarity Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 8.3% in Q2 2026, buying an estimated $891K and bringing the position to 255,355 shares worth $11.6M. The position accounts for 2.05% of the portfolio, ranked #17.

Clarity Wealth Advisors first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Clarity Wealth Advisors held 255,355 shares of Fidelity Total Bond ETF worth $11.6M as of Q2 2026.
Clarity Wealth Advisors bought 19,533 Fidelity Total Bond ETF shares in Q2 2026, an estimated $891K.
Fidelity Total Bond ETF made up 2.05% of Clarity Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Clarity Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.