J.W. Cole Advisors’s Fidelity Tactical Bond ETF FTBD Stock Holding History

J.W. Cole Advisors’s Portfolio FTBD Stock Details FTBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Buy	+5,160	New	+$254K	﹤0.01%	1367
2026 Q1	–	Sell	-4,803	Closed	-$238K	–	1014
2025 Q4	$238K	Sell	4,803 -482	-9%	-$24.1K	0.01%	1216
2025 Q3	$264K	Buy	5,285 +615	+13%	+$30.4K	0.01%	1286
2025 Q2	$230K	Buy	4,670 +363	+8%	+$17.6K	﹤0.01%	1289
2025 Q1	$211K	Buy	+4,307	New	+$209K	0.01%	1127

Other funds holding FTBD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IIM

InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return

BIS

BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

J.W. Cole Advisors's FTBD Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Fidelity Tactical Bond ETF (FTBD) in Q2 2026: 5,160 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1367 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in FTBD as recently as Q4 2025.

J.W. Cole Advisors first reported a position in FTBD in Q1 2025 and has held it in 5 quarters since. The position peaked at $264K in Q3 2025. 10 funds tracked by Wall St. Rank hold FTBD as of Q2 2026.

J.W. Cole Advisors held 5,160 shares of Fidelity Tactical Bond ETF worth $254K as of Q2 2026.
Fidelity Tactical Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
Fidelity Tactical Bond ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1367 holding.
J.W. Cole Advisors first reported a position in Fidelity Tactical Bond ETF in Q1 2025 and has held it in 5 quarters since.
J.W. Cole Advisors's Fidelity Tactical Bond ETF position peaked at $264K in Q3 2025.
10 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.