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

Octavia 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	$93.8M	Buy	2,053,945 +134,935	+7%	+$6.16M	8.1%	3
2026 Q1	$87.9M	Buy	1,919,010 +178,021	+10%	+$8.21M	8.4%	3
2025 Q4	$80.6M	Buy	1,740,989 +178,709	+11%	+$8.29M	7.7%	3
2025 Q3	$72.5M	Buy	1,562,280 +101,339	+7%	+$4.65M	7.21%	3
2025 Q2	$67.1M	Sell	1,460,941 -12,725	-0.9%	-$576K	7.63%	3
2025 Q1	$67.5M	Buy	1,473,666 +10,067	+0.7%	+$456K	8.2%	3
2024 Q4	$66M	Buy	1,463,599 +81,526	+6%	+$3.73M	8.01%	3
2024 Q3	$64.8M	Buy	1,382,073 +89,533	+7%	+$4.14M	7.99%	3
2024 Q2	$58.3M	Buy	1,292,540 +28,282	+2%	+$1.27M	7.94%	2
2024 Q1	$57.5M	Buy	1,264,258 +839,068	+197%	+$38.1M	8.5%	2
2023 Q4	$19.7M	Buy	425,190 +46,020	+12%	+$2.03M	3.46%	8
2023 Q3	$16.6M	Buy	379,170 +13,295	+4%	+$594K	3.36%	8
2023 Q2	$16.7M	Buy	365,875 +26,002	+8%	+$1.19M	3.39%	10
2023 Q1	$15.7M	Buy	339,873 +216,278	+175%	+$9.91M	3.53%	8
2022 Q4	$5.58M	Buy	123,595 +13,363	+12%	+$599K	1.38%	23
2022 Q3	$4.91M	Buy	110,232 +6,441	+6%	+$301K	1.33%	25
2022 Q2	$4.79M	Buy	103,791 +97,316	+1,503%	+$4.64M	1.25%	26
2022 Q1	$323K	Buy	+6,475	New	+$331K	0.07%	134

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

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

Octavia Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 7% in Q2 2026, buying an estimated $6.16M and bringing the position to 2,053,945 shares worth $93.8M. The position accounts for 8.1% of the portfolio, ranked #3.

Octavia Wealth Advisors first reported a position in FBND in Q1 2022 and has held it in 18 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Octavia Wealth Advisors held 2,053,945 shares of Fidelity Total Bond ETF worth $93.8M as of Q2 2026.
Octavia Wealth Advisors bought 134,935 Fidelity Total Bond ETF shares in Q2 2026, an estimated $6.16M.
Fidelity Total Bond ETF made up 8.1% of Octavia Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Octavia Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q1 2022 and has held it in 18 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.