Lazari Capital Management’s Fidelity Total Bond ETF FBND Stock Holding History

Lazari Capital Management’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	$395K	Sell	8,674 -275	-3%	-$12.5K	0.12%	111
2026 Q1	$408K	Sell	8,949 -848	-9%	-$39.1K	0.14%	104
2025 Q4	$451K	Sell	9,797 -1,051	-10%	-$48.8K	0.15%	93
2025 Q3	$502K	Sell	10,848 -2,326	-18%	-$107K	0.17%	85
2025 Q2	$603K	Sell	13,174 -1,408	-10%	-$63.7K	0.23%	73
2025 Q1	$666K	Sell	14,582 -1,644	-10%	-$74.5K	0.27%	59
2024 Q4	$728K	Sell	16,226 -5,926	-27%	-$271K	0.29%	53
2024 Q3	$1.04M	Sell	22,152 -529	-2%	-$24.4K	0.44%	40
2024 Q2	$1.02M	Buy	+22,681	New	+$1.02M	0.46%	40

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 22.9% 1-Year Est. Return

Lazari Capital Management's FBND Position: Q2 2026 in Review

Lazari Capital Management reduced its Fidelity Total Bond ETF (FBND) stake by 3.1% in Q2 2026, selling an estimated $12.5K and leaving 8,674 shares worth $395K. The position accounts for 0.12% of the portfolio, ranked #111.

Lazari Capital Management first reported a position in FBND in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2024. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Lazari Capital Management held 8,674 shares of Fidelity Total Bond ETF worth $395K as of Q2 2026.
Lazari Capital Management sold 275 Fidelity Total Bond ETF shares in Q2 2026, an estimated $12.5K.
Fidelity Total Bond ETF made up 0.12% of Lazari Capital Management's portfolio in Q2 2026, its #111 holding.
Lazari Capital Management first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 9 quarters since.
Lazari Capital Management's Fidelity Total Bond ETF position peaked at $1.04M in Q3 2024.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.