Fortitude Advisory Group’s Fidelity Total Bond ETF FBND Stock Holding History

Fortitude Advisory Group’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 Q1	$619K	Sell	13,567 -399,845	-97%	-$18.4M	0.28%	75
2025 Q4	$19M	Buy	413,412 +403,757	+4,182%	+$18.7M	8.08%	3
2025 Q3	$446K	Buy	9,655 +67	+0.7%	+$3.08K	0.24%	89
2025 Q2	$439K	Buy	9,588 +631	+7%	+$28.6K	0.25%	83
2025 Q1	$404K	Sell	8,957 -777	-8%	-$35.2K	0.29%	71
2024 Q4	$437K	Buy	9,734 +409	+4%	+$18.7K	0.26%	79
2024 Q3	$436K	Sell	9,325 -188	-2%	-$8.69K	0.27%	85
2024 Q2	$427K	Hold	9,513	–	–	0.26%	77
2024 Q1	$431K	Hold	9,513	–	–	0.24%	90
2023 Q4	$438K	Buy	9,513 +1,751	+23%	+$77.3K	0.27%	85
2023 Q3	$338K	Hold	7,762	–	–	0.23%	100
2023 Q2	$353K	Buy	+7,762	New	+$355K	0.26%	97

Other funds holding FBND

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return