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

MidAtlantic 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	$673K	Sell	14,787 -247	-2%	-$11.3K	0.42%	55
2026 Q1	$686K	Sell	15,034 -507	-3%	-$23.4K	0.47%	51
2025 Q4	$716K	Sell	15,541 -248	-2%	-$11.5K	0.46%	49
2025 Q3	$730K	Buy	15,789 +11	+0.1%	+$505	0.5%	51
2025 Q2	$722K	Buy	15,778 +1,458	+10%	+$66K	0.51%	51
2025 Q1	$654K	Sell	14,320 -663	-4%	-$30K	0.51%	50
2024 Q4	$672K	Buy	14,983 +197	+1%	+$9K	0.49%	48
2024 Q3	$691K	Buy	14,786 +2,528	+21%	+$117K	0.5%	47
2024 Q2	$551K	Sell	12,258 -9,734	-44%	-$436K	0.46%	48
2024 Q1	$996K	Buy	21,992 +12,852	+141%	+$583K	0.87%	25
2023 Q4	$421K	Buy	+9,140	New	+$403K	0.41%	51

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

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

MidAtlantic Capital Management reduced its Fidelity Total Bond ETF (FBND) stake by 1.6% in Q2 2026, selling an estimated $11.3K and leaving 14,787 shares worth $673K. The position accounts for 0.42% of the portfolio, ranked #55.

MidAtlantic Capital Management first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. The position peaked at $996K in Q1 2024. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

MidAtlantic Capital Management held 14,787 shares of Fidelity Total Bond ETF worth $673K as of Q2 2026.
MidAtlantic Capital Management sold 247 Fidelity Total Bond ETF shares in Q2 2026, an estimated $11.3K.
Fidelity Total Bond ETF made up 0.42% of MidAtlantic Capital Management's portfolio in Q2 2026, its #55 holding.
MidAtlantic Capital Management first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
MidAtlantic Capital Management's Fidelity Total Bond ETF position peaked at $996K in Q1 2024.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.