Foundations Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Foundations Investment 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	$5.83M	Buy	128,155 +13,071	+11%	+$596K	0.06%	226
2026 Q1	$5.25M	Buy	115,084 +80,140	+229%	+$3.7M	0.07%	215
2025 Q4	$1.61M	Buy	34,944 +10,290	+42%	+$477K	0.02%	396
2025 Q3	$1.14M	Sell	24,654 -296,429	-92%	-$13.6M	0.02%	438
2025 Q2	$14.7M	Buy	321,083 +10,226	+3%	+$463K	0.23%	109
2025 Q1	$14.2M	Buy	310,857 +31,862	+11%	+$1.44M	0.26%	98
2024 Q4	$12.5M	Buy	278,995 +49,597	+22%	+$2.27M	0.24%	94
2024 Q3	$10.7M	Buy	229,398 +48,702	+27%	+$2.25M	0.23%	95
2024 Q2	$8.12M	Buy	180,696 +51,532	+40%	+$2.31M	0.2%	93
2024 Q1	$5.85M	Buy	129,164 +30,443	+31%	+$1.38M	0.15%	123
2023 Q4	$4.54M	Buy	+98,721	New	+$4.36M	0.12%	131
2018 Q4	–	Sell	-35,909	Closed	-$1.75M	–	110
2018 Q3	$1.75M	Buy	+35,909	New	+$1.75M	0.43%	34

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

Foundations Investment Advisors's FBND Position: Q2 2026 in Review

Foundations Investment Advisors increased its Fidelity Total Bond ETF (FBND) stake by 11% in Q2 2026, buying an estimated $596K and bringing the position to 128,155 shares worth $5.83M. The position accounts for 0.06% of the portfolio, ranked #226.

Foundations Investment Advisors first reported a position in FBND in Q3 2018 and has held it in 12 quarters since. The position peaked at $14.7M in Q2 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Foundations Investment Advisors held 128,155 shares of Fidelity Total Bond ETF worth $5.83M as of Q2 2026.
Foundations Investment Advisors bought 13,071 Fidelity Total Bond ETF shares in Q2 2026, an estimated $596K.
Fidelity Total Bond ETF made up 0.06% of Foundations Investment Advisors's portfolio in Q2 2026, its #226 holding.
Foundations Investment Advisors first reported a position in Fidelity Total Bond ETF in Q3 2018 and has held it in 12 quarters since.
Foundations Investment Advisors's Fidelity Total Bond ETF position peaked at $14.7M in Q2 2025.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.