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 Q2	$609K	Sell	13,377 -190	-1%	-$8.67K	0.23%	93
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	8.07%	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 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

Fortitude Advisory Group's FBND Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Fidelity Total Bond ETF (FBND) stake by 1.4% in Q2 2026, selling an estimated $8.67K and leaving 13,377 shares worth $609K. The position accounts for 0.23% of the portfolio, ranked #93.

Fortitude Advisory Group first reported a position in FBND in Q2 2023 and has held it in 13 quarters since. The position peaked at $19M in Q4 2025. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Fortitude Advisory Group held 13,377 shares of Fidelity Total Bond ETF worth $609K as of Q2 2026.
Fortitude Advisory Group sold 190 Fidelity Total Bond ETF shares in Q2 2026, an estimated $8.67K.
Fidelity Total Bond ETF made up 0.23% of Fortitude Advisory Group's portfolio in Q2 2026, its #93 holding.
Fortitude Advisory Group first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 13 quarters since.
Fortitude Advisory Group's Fidelity Total Bond ETF position peaked at $19M in Q4 2025.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.