EverSource Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

EverSource Wealth 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	$650K	Sell	14,279 -48	-0.3%	-$2.19K	0.02%	474
2026 Q1	$654K	Sell	14,327 -88	-0.6%	-$4.06K	0.02%	501
2025 Q4	$664K	Buy	14,415 +3,155	+28%	+$146K	0.02%	447
2025 Q3	$521K	Buy	11,260 +809	+8%	+$37.1K	0.02%	486
2025 Q2	$478K	Buy	10,451 +1,672	+19%	+$75.7K	0.02%	472
2025 Q1	$401K	Sell	8,779 -35	-0.4%	-$1.58K	0.02%	437
2024 Q4	$395K	Buy	8,814 +82	+0.9%	+$3.75K	0.02%	428
2024 Q3	$408K	Buy	8,732 +3,744	+75%	+$173K	0.03%	378
2024 Q2	$229K	Buy	4,988 +570	+13%	+$25.5K	0.02%	515
2024 Q1	$195K	Buy	4,418 +1,405	+47%	+$63.8K	0.02%	497
2023 Q4	$139K	Buy	+3,013	New	+$133K	0.01%	528

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

EverSource Wealth Advisors's FBND Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 0.34% in Q2 2026, selling an estimated $2.19K and leaving 14,279 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #474.

EverSource Wealth Advisors first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. The position peaked at $664K in Q4 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

EverSource Wealth Advisors held 14,279 shares of Fidelity Total Bond ETF worth $650K as of Q2 2026.
EverSource Wealth Advisors sold 48 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.19K.
Fidelity Total Bond ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #474 holding.
EverSource Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Fidelity Total Bond ETF position peaked at $664K in Q4 2025.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.