OakTrust Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

OakTrust Wealth 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	$6.69M	Buy	147,059 +17,296	+13%	+$789K	5.77%	5
2026 Q1	$5.92M	Buy	129,763 +7,468	+6%	+$344K	5.39%	5
2025 Q4	$5.63M	Buy	+122,295	New	+$5.67M	5.2%	5

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

OakTrust Wealth Advisors's FBND Position: Q2 2026 in Review

OakTrust Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 13% in Q2 2026, buying an estimated $789K and bringing the position to 147,059 shares worth $6.69M. The position accounts for 5.77% of the portfolio, ranked #5.

OakTrust Wealth Advisors first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

OakTrust Wealth Advisors held 147,059 shares of Fidelity Total Bond ETF worth $6.69M as of Q2 2026.
OakTrust Wealth Advisors bought 17,296 Fidelity Total Bond ETF shares in Q2 2026, an estimated $789K.
Fidelity Total Bond ETF made up 5.77% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #5 holding.
OakTrust Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.