Clear Investment Research’s Fidelity Total Bond ETF FBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.5M | Sell |
98,897
-712
| -0.7% | -$32.5K | 7% | 3 |
|
|
2026
Q1 | $4.54M | Buy |
99,609
+2,570
| +3% | +$119K | 7.11% | 3 |
|
|
2025
Q4 | $4.47M | Buy |
97,039
+8,169
| +9% | +$379K | 7.41% | 3 |
|
|
2025
Q3 | $4.11M | Buy |
88,870
+7,881
| +10% | +$362K | 5.51% | 3 |
|
|
2025
Q2 | $3.71M | Sell |
80,989
-1,730
| -2% | -$78.3K | 4.67% | 4 |
|
|
2025
Q1 | $3.78M | Buy |
82,719
+1,808
| +2% | +$81.9K | 5.04% | 4 |
|
|
2024
Q4 | $3.63M | Buy |
80,911
+4,822
| +6% | +$220K | 4.67% | 5 |
|
|
2024
Q3 | $3.56M | Buy |
76,089
+4,625
| +6% | +$214K | 4.63% | 4 |
|
|
2024
Q2 | $3.21M | Buy |
71,464
+5,679
| +9% | +$254K | 4.19% | 6 |
|
|
2024
Q1 | $2.98M | Buy |
65,785
+29,459
| +81% | +$1.34M | 4.01% | 7 |
|
|
2023
Q4 | $1.67M | Buy |
36,326
+6,741
| +23% | +$297K | 2.35% | 11 |
|
|
2023
Q3 | $1.29M | Buy |
29,585
+1,644
| +6% | +$73.5K | 2.23% | 13 |
|
|
2023
Q2 | $1.27M | Buy |
27,941
+6,738
| +32% | +$308K | 2.13% | 13 |
|
|
2023
Q1 | $975K | Buy |
21,203
+12,665
| +148% | +$581K | 1.71% | 15 |
|
|
2022
Q4 | $384K | Hold |
8,538
| – | – | 0.74% | 27 |
|
|
2022
Q3 | $379K | Hold |
8,538
| – | – | 0.8% | 26 |
|
|
2022
Q2 | $397K | Hold |
8,538
| – | – | 0.88% | 26 |
|
|
2022
Q1 | $425K | Buy |
8,538
+64
| +0.8% | +$3.27K | 0.83% | 26 |
|
|
2021
Q4 | $449K | Hold |
8,474
| – | – | 0.69% | 28 |
|
|
2021
Q3 | $450K | Hold |
8,474
| – | – | 0.73% | 26 |
|
|
2021
Q2 | $452K | Hold |
8,474
| – | – | 0.75% | 24 |
|
|
2021
Q1 | $444K | Hold |
8,474
| – | – | 0.8% | 22 |
|
|
2020
Q4 | $460K | Hold |
8,474
| – | – | 0.83% | 21 |
|
|
2020
Q3 | $457K | Hold |
8,474
| – | – | 0.93% | 19 |
|
|
2020
Q2 | $457K | Buy |
8,474
+4,261
| +101% | +$227K | 0.98% | 19 |
|
|
2020
Q1 | $218K | Hold |
4,213
| – | – | 0.53% | 32 |
|
|
2019
Q4 | $218K | Sell |
4,213
-480
| -10% | -$24.8K | 0.45% | 37 |
|
|
2019
Q3 | $243K | Sell |
4,693
-1
| -0% | -$52 | 0.52% | 33 |
|
|
2019
Q2 | $240K | Buy |
4,694
+22
| +0.5% | +$1.11K | 0.39% | 36 |
|
|
2019
Q1 | $233K | Buy |
4,672
+4,216
| +925% | +$208K | 0.36% | 36 |
|
|
2018
Q4 | $22K | Buy |
456
+4
| +0.9% | +$193 | 0.04% | 67 |
|
|
2018
Q3 | $22K | Buy |
452
+13
| +3% | +$635 | 0.03% | 68 |
|
|
2018
Q2 | $22K | Hold |
439
| – | – | 0.01% | 52 |
|
|
2018
Q1 | $22K | Buy |
439
+3
| +0.7% | +$148 | 0.01% | 52 |
|
|
2017
Q4 | $22K | Buy |
436
+17
| +4% | +$855 | 0.01% | 46 |
|
|
2017
Q3 | $21K | Buy |
+419
| New | +$21.1K | 0.01% | 46 |
|
Other funds holding FBND
DWM
MWM
Clear Investment Research's FBND Position: Q2 2026 in Review
Clear Investment Research reduced its Fidelity Total Bond ETF (FBND) stake by 0.71% in Q2 2026, selling an estimated $32.5K and leaving 98,897 shares worth $4.5M. The position accounts for 7% of the portfolio, ranked #3.
Clear Investment Research first reported a position in FBND in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.54M in Q1 2026. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.
- Clear Investment Research held 98,897 shares of Fidelity Total Bond ETF worth $4.5M as of Q2 2026.
- Clear Investment Research sold 712 Fidelity Total Bond ETF shares in Q2 2026, an estimated $32.5K.
- Fidelity Total Bond ETF made up 7% of Clear Investment Research's portfolio in Q2 2026, its #3 holding.
- Clear Investment Research first reported a position in Fidelity Total Bond ETF in Q3 2017 and has held it in 36 quarters since.
- Clear Investment Research's Fidelity Total Bond ETF position peaked at $4.54M in Q1 2026.
- 793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.
Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.