Concurrent Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Concurrent Investment 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	$65.3M	Buy	1,435,649 +111,744	+8%	+$5.1M	0.56%	24
2026 Q1	$60.4M	Buy	1,323,905 +994,949	+302%	+$45.9M	0.66%	21
2025 Q4	$15.1M	Buy	328,956 +218,164	+197%	+$10.1M	0.17%	128
2025 Q3	$5.12M	Buy	110,792 +49,427	+81%	+$2.27M	0.09%	236
2025 Q2	$2.81M	Buy	61,365 +16,851	+38%	+$763K	0.05%	350
2025 Q1	$2.03M	Sell	44,514 -37,029	-45%	-$1.68M	0.05%	362
2024 Q4	$3.66M	Buy	81,543 +2,851	+4%	+$130K	0.1%	212
2024 Q3	$3.68M	Buy	78,692 +42,740	+119%	+$1.98M	0.11%	196
2024 Q2	$1.62M	Buy	35,952 +23,980	+200%	+$1.07M	0.05%	329
2024 Q1	$542K	Buy	+11,972	New	+$543K	0.02%	526

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

Concurrent Investment Advisors's FBND Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Fidelity Total Bond ETF (FBND) stake by 8.4% in Q2 2026, buying an estimated $5.1M and bringing the position to 1,435,649 shares worth $65.3M. The position accounts for 0.56% of the portfolio, ranked #24.

Concurrent Investment Advisors first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Concurrent Investment Advisors held 1,435,649 shares of Fidelity Total Bond ETF worth $65.3M as of Q2 2026.
Concurrent Investment Advisors bought 111,744 Fidelity Total Bond ETF shares in Q2 2026, an estimated $5.1M.
Fidelity Total Bond ETF made up 0.56% of Concurrent Investment Advisors's portfolio in Q2 2026, its #24 holding.
Concurrent Investment Advisors first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.