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

Mutual 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 		$8.77M Sell
192,741
-57,205
-23% -$2.61M 0.17% 114
2026
Q1 		$11.4M Buy
249,946
+90,874
+57% +$4.19M 0.24% 74
2025
Q4 		$7.32M Sell
159,072
-1,305
-0.8% -$60.6K 0.16% 129
2025
Q3 		$7.49M Buy
160,377
+4,913
+3% +$226K 0.17% 124
2025
Q2 		$7.09M Buy
155,464
+3,065
+2% +$139K 0.18% 115
2025
Q1 		$6.93M Buy
152,399
+113,249
+289% +$5.13M 0.2% 102
2024
Q4 		$1.76M Buy
39,150
+5,173
+15% +$236K 0.05% 312
2024
Q3 		$1.56M Buy
33,977
+1,512
+5% +$69.9K 0.05% 336
2024
Q2 		$1.48M Buy
32,465
+2,483
+8% +$111K 0.04% 345
2024
Q1 		$1.36M Buy
29,982
+2,387
+9% +$108K 0.04% 380
2023
Q4 		$1.27M Sell
27,595
-223,482
-89% -$9.86M 0.04% 391
2023
Q3 		$10.9M Buy
251,077
+64,361
+34% +$2.88M 0.43% 37
2023
Q2 		$8.48M Buy
186,716
+8,904
+5% +$407K 0.32% 55
2023
Q1 		$8.18M Buy
177,812
+36,027
+25% +$1.65M 0.34% 55
2022
Q4 		$6.38M Buy
141,785
+129,413
+1,046% +$5.8M 0.29% 72
2022
Q3 		$550K Buy
12,372
+704
+6% +$32.9K 0.03% 533
2022
Q2 		$543K Buy
11,668
+952
+9% +$45.3K 0.04% 508
2022
Q1 		$533K Sell
10,716
-701
-6% -$35.8K 0.03% 558
2021
Q4 		$605K Sell
11,417
-1,010
-8% -$53.6K 0.03% 521
2021
Q3 		$660K Sell
12,427
-41,163
-77% -$2.21M 0.04% 471
2021
Q2 		$2.86M Sell
53,590
-36,816
-41% -$1.95M 0.17% 152
2021
Q1 		$4.74M Buy
90,406
+74,141
+456% +$3.95M 0.32% 71
2020
Q4 		$882K Buy
16,265
+2,474
+18% +$135K 0.07% 339
2020
Q3 		$754K Buy
13,791
+3,697
+37% +$203K 0.07% 314
2020
Q2 		$544K Buy
+10,094
New +$537K 0.05% 361

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mutual Advisors's FBND Position: Q2 2026 in Review

Mutual Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 23% in Q2 2026, selling an estimated $2.61M and leaving 192,741 shares worth $8.77M. The position accounts for 0.17% of the portfolio, ranked #114.

Mutual Advisors first reported a position in FBND in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.4M in Q1 2026. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Mutual Advisors held 192,741 shares of Fidelity Total Bond ETF worth $8.77M as of Q2 2026.
  • Mutual Advisors sold 57,205 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.61M.
  • Fidelity Total Bond ETF made up 0.17% of Mutual Advisors's portfolio in Q2 2026, its #114 holding.
  • Mutual Advisors first reported a position in Fidelity Total Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Mutual Advisors's Fidelity Total Bond ETF position peaked at $11.4M in Q1 2026.
  • 792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.