Koshinski Asset Management’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Koshinski Asset Management’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	$451K	Sell	9,149 -4,465	-33%	-$220K	0.02%	489
2026 Q1	$669K	Hold	13,614	–	–	0.04%	357
2025 Q4	$674K	Sell	13,614 -5,038	-27%	-$252K	0.04%	349
2025 Q3	$933K	Sell	18,652 -2,400	-11%	-$119K	0.06%	288
2025 Q2	$1.04M	Sell	21,052 -7,419	-26%	-$361K	0.08%	258
2025 Q1	$1.39M	Sell	28,471 -44,988	-61%	-$2.19M	0.12%	182
2024 Q4	$3.53M	Buy	73,459 +43,672	+147%	+$2.15M	0.3%	71
2024 Q3	$1.5M	Buy	+29,787	New	+$1.48M	0.13%	157

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Koshinski Asset Management's FTBD Position: Q2 2026 in Review

Koshinski Asset Management reduced its Fidelity Tactical Bond ETF (FTBD) stake by 33% in Q2 2026, selling an estimated $220K and leaving 9,149 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #489.

Koshinski Asset Management first reported a position in FTBD in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.53M in Q4 2024. 18 funds tracked by Wall St. Rank hold FTBD as of Q2 2026.

Koshinski Asset Management held 9,149 shares of Fidelity Tactical Bond ETF worth $451K as of Q2 2026.
Koshinski Asset Management sold 4,465 Fidelity Tactical Bond ETF shares in Q2 2026, an estimated $220K.
Fidelity Tactical Bond ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #489 holding.
Koshinski Asset Management first reported a position in Fidelity Tactical Bond ETF in Q3 2024 and has held it in 8 quarters since.
Koshinski Asset Management's Fidelity Tactical Bond ETF position peaked at $3.53M in Q4 2024.
18 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.