CFD
FTBD icon

Creative Financial Designs’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Creative Financial Designs’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 		$26.5K Buy
539
+324
+151% +$16K ﹤0.01% 1223
2026
Q1 		$10.6K Buy
215
+131
+156% +$6.51K ﹤0.01% 1397
2025
Q4 		$4.17K Buy
+84
New +$4.2K ﹤0.01% 1549

Other funds holding FTBD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BIS
BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.59B AUM 17.8% 1-Year Est. Return

Creative Financial Designs's FTBD Position: Q2 2026 in Review

Creative Financial Designs increased its Fidelity Tactical Bond ETF (FTBD) stake by 151% in Q2 2026, buying an estimated $16K and bringing the position to 539 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Creative Financial Designs first reported a position in FTBD in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold FTBD as of Q2 2026.

  • Creative Financial Designs held 539 shares of Fidelity Tactical Bond ETF worth $26.5K as of Q2 2026.
  • Creative Financial Designs bought 324 Fidelity Tactical Bond ETF shares in Q2 2026, an estimated $16K.
  • Fidelity Tactical Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1223 holding.
  • Creative Financial Designs first reported a position in Fidelity Tactical Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.