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

Lido 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	$2.01M	Buy	44,020 +442	+1%	+$20.2K	0.01%	798
2026 Q1	$2M	Buy	+43,578	New	+$2.01M	0.01%	708
2020 Q4	–	Sell	-4,433	Closed	-$243K	–	821
2020 Q3	$243K	Buy	+4,433	New	+$243K	0.01%	543

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 22.96% 1-Year Est. Return

Lido Advisors's FBND Position: Q2 2026 in Review

Lido Advisors increased its Fidelity Total Bond ETF (FBND) stake by 1% in Q2 2026, buying an estimated $20.2K and bringing the position to 44,020 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #798.

Lido Advisors first reported a position in FBND in Q3 2020 and has held it in 3 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Lido Advisors held 44,020 shares of Fidelity Total Bond ETF worth $2.01M as of Q2 2026.
Lido Advisors bought 442 Fidelity Total Bond ETF shares in Q2 2026, an estimated $20.2K.
Fidelity Total Bond ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #798 holding.
Lido Advisors first reported a position in Fidelity Total Bond ETF in Q3 2020 and has held it in 3 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.