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Latitude Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Latitude 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 		$933K Buy
20,506
+251
+1% +$11.4K 0.37% 64
2026
Q1 		$924K Sell
20,255
-44
-0.2% -$2.03K 0.42% 65
2025
Q4 		$935K Buy
20,299
+819
+4% +$38K 0.41% 60
2025
Q3 		$901K Buy
19,480
+1,938
+11% +$89K 0.41% 60
2025
Q2 		$803K Buy
17,542
+9,193
+110% +$416K 0.4% 59
2025
Q1 		$381K Buy
+8,349
New +$378K 0.22% 109

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Latitude Advisors's FBND Position: Q2 2026 in Review

Latitude Advisors increased its Fidelity Total Bond ETF (FBND) stake by 1.2% in Q2 2026, buying an estimated $11.4K and bringing the position to 20,506 shares worth $933K. The position accounts for 0.37% of the portfolio, ranked #64.

Latitude Advisors first reported a position in FBND in Q1 2025 and has held it in 6 quarters since. The position peaked at $935K in Q4 2025. 401 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Latitude Advisors held 20,506 shares of Fidelity Total Bond ETF worth $933K as of Q2 2026.
  • Latitude Advisors bought 251 Fidelity Total Bond ETF shares in Q2 2026, an estimated $11.4K.
  • Fidelity Total Bond ETF made up 0.37% of Latitude Advisors's portfolio in Q2 2026, its #64 holding.
  • Latitude Advisors first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Latitude Advisors's Fidelity Total Bond ETF position peaked at $935K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.