Farther Finance Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Farther Finance 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	$30.2M	Sell	664,235 -28,554	-4%	-$1.3M	0.24%	79
2026 Q1	$31.6M	Buy	692,789 +5,394	+0.8%	+$249K	0.3%	67
2025 Q4	$31.6M	Buy	687,395 +409,123	+147%	+$19M	0.34%	55
2025 Q3	$12.9M	Buy	278,272 +56,432	+25%	+$2.59M	0.19%	93
2025 Q2	$10.1M	Buy	221,840 +16,832	+8%	+$762K	0.2%	100
2025 Q1	$9.38M	Buy	205,008 +10,825	+6%	+$490K	0.24%	87
2024 Q4	$8.71M	Buy	194,183 +189,226	+3,817%	+$8.65M	0.32%	68
2024 Q3	$232K	Buy	4,957 +4,683	+1,709%	+$216K	0.01%	936
2024 Q2	$12.2K	Hold	274	–	–	﹤0.01%	1996
2024 Q1	$12.3K	Sell	274 -29	-10%	-$1.32K	﹤0.01%	1679
2023 Q4	$13.9K	Buy	303 +227	+299%	+$10K	﹤0.01%	1462
2023 Q3	$3.31K	Hold	76	–	–	﹤0.01%	1660
2023 Q2	$3.45K	Buy	76 +29	+62%	+$1.33K	﹤0.01%	1557
2023 Q1	$2.16K	Buy	+47	New	+$2.15K	﹤0.01%	1617

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

Farther Finance Advisors's FBND Position: Q2 2026 in Review

Farther Finance Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 4.1% in Q2 2026, selling an estimated $1.3M and leaving 664,235 shares worth $30.2M. The position accounts for 0.24% of the portfolio, ranked #79.

Farther Finance Advisors first reported a position in FBND in Q1 2023 and has held it in 14 quarters since. The position peaked at $31.6M in Q4 2025. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Farther Finance Advisors held 664,235 shares of Fidelity Total Bond ETF worth $30.2M as of Q2 2026.
Farther Finance Advisors sold 28,554 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.3M.
Fidelity Total Bond ETF made up 0.24% of Farther Finance Advisors's portfolio in Q2 2026, its #79 holding.
Farther Finance Advisors first reported a position in Fidelity Total Bond ETF in Q1 2023 and has held it in 14 quarters since.
Farther Finance Advisors's Fidelity Total Bond ETF position peaked at $31.6M in Q4 2025.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.