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

Clearstead Trust’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 		$752K Hold
16,525
– – 0.1% 85
2026
Q1 		$754K Hold
16,525
– – 0.12% 89
2025
Q4 		$761K Buy
16,525
+3,981
+32% +$185K 0.12% 95
2025
Q3 		$580K Buy
12,544
+12,092
+2,675% +$555K 0.1% 101
2025
Q2 		$20.7K Buy
+452
New +$20.5K ﹤0.01% 423

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust's FBND Position: Q2 2026 in Review

Clearstead Trust held its Fidelity Total Bond ETF (FBND) position steady in Q2 2026 at 16,525 shares worth $752K. The position accounts for 0.1% of the portfolio, ranked #85.

Clearstead Trust first reported a position in FBND in Q2 2025 and has held it in 5 quarters since. The position peaked at $761K in Q4 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Clearstead Trust held 16,525 shares of Fidelity Total Bond ETF worth $752K as of Q2 2026.
  • Clearstead Trust left its Fidelity Total Bond ETF share count unchanged in Q2 2026.
  • Fidelity Total Bond ETF made up 0.1% of Clearstead Trust's portfolio in Q2 2026, its #85 holding.
  • Clearstead Trust first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Trust's Fidelity Total Bond ETF position peaked at $761K in Q4 2025.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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