KAS
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Kestra Advisory Services’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,336
Closed -$66.2K – 3585
2025
Q4 		$66.2K Buy
+1,336
New +$66.8K ﹤0.01% 3761

Other funds holding FTBD

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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIS
BG Investment Services Hagatna, Guam $120M AUM 17.44% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kestra Advisory Services's FTBD Position: Q1 2026 in Review

Kestra Advisory Services sold out of Fidelity Tactical Bond ETF (FTBD) in Q1 2026, closing a stake of 1,336 shares — an estimated $66.2K sold.

Kestra Advisory Services first reported a position in FTBD in Q4 2025 and held it in 1 quarter. The position peaked at $66.2K in Q4 2025. 22 funds tracked by Wall St. Rank hold FTBD as of Q1 2026.

  • Kestra Advisory Services reported no remaining Fidelity Tactical Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,336 Fidelity Tactical Bond ETF shares in Q1 2026, an estimated $66.2K.
  • Kestra Advisory Services first reported a position in Fidelity Tactical Bond ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Fidelity Tactical Bond ETF position peaked at $66.2K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.