Commonwealth Equity Services’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Commonwealth Equity Services’s Portfolio FTBD Stock Details FTBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.42M	Buy	28,903 +4,230	+17%	+$208K	﹤0.01%	2422
2026 Q1	$1.21M	Buy	24,673 +2,530	+11%	+$126K	﹤0.01%	2439
2025 Q4	$1.1M	Sell	22,143 -1,980	-8%	-$99K	﹤0.01%	2506
2025 Q3	$1.21M	Sell	24,123 -189	-0.8%	-$9.36K	﹤0.01%	2440
2025 Q2	$1.2M	Buy	24,312 +1,172	+5%	+$57K	﹤0.01%	2417
2025 Q1	$1.13M	Sell	23,140 -2,359	-9%	-$115K	﹤0.01%	2351
2024 Q4	$1.23M	Buy	25,499 +3,244	+15%	+$160K	﹤0.01%	2241
2024 Q3	$1.12M	Buy	22,255 +12,317	+124%	+$613K	﹤0.01%	2251
2024 Q2	$480K	Buy	+9,938	New	+$481K	﹤0.01%	2865

Other funds holding FTBD

IIM

InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return

BIS

BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services's FTBD Position: Q2 2026 in Review

Commonwealth Equity Services increased its Fidelity Tactical Bond ETF (FTBD) stake by 17% in Q2 2026, buying an estimated $208K and bringing the position to 28,903 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

Commonwealth Equity Services first reported a position in FTBD in Q2 2024 and has held it in 9 quarters since. 13 funds tracked by Wall St. Rank hold FTBD as of Q2 2026.

Commonwealth Equity Services held 28,903 shares of Fidelity Tactical Bond ETF worth $1.42M as of Q2 2026.
Commonwealth Equity Services bought 4,230 Fidelity Tactical Bond ETF shares in Q2 2026, an estimated $208K.
Fidelity Tactical Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2422 holding.
Commonwealth Equity Services first reported a position in Fidelity Tactical Bond ETF in Q2 2024 and has held it in 9 quarters since.
13 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.