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Clearstead Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Clearstead 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 		$200K Buy
4,402
+3,640
+478% +$166K ﹤0.01% 1067
2026
Q1 		$34.8K Buy
+762
New +$35.1K ﹤0.01% 1347
2025
Q4 		– Sell
-784
Closed -$36.2K – 2911
2025
Q3 		$36.2K Buy
+784
New +$36K ﹤0.01% 1395

Other funds holding FBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Clearstead Advisors's FBND Position: Q2 2026 in Review

Clearstead Advisors increased its Fidelity Total Bond ETF (FBND) stake by 478% in Q2 2026, buying an estimated $166K and bringing the position to 4,402 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Clearstead Advisors first reported a position in FBND in Q3 2025 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Clearstead Advisors held 4,402 shares of Fidelity Total Bond ETF worth $200K as of Q2 2026.
  • Clearstead Advisors bought 3,640 Fidelity Total Bond ETF shares in Q2 2026, an estimated $166K.
  • Fidelity Total Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1067 holding.
  • Clearstead Advisors first reported a position in Fidelity Total Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 561 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.