OIA
FBND icon

OneDigital Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

OneDigital Investment 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 		$34.8M Buy
765,893
+135,551
+22% +$6.18M 0.29% 71
2026
Q1 		$28.8M Buy
630,342
+129,678
+26% +$5.98M 0.28% 72
2025
Q4 		$23.1M Buy
500,664
+115,433
+30% +$5.36M 0.23% 87
2025
Q3 		$17.8M Buy
385,231
+219,621
+133% +$10.1M 0.18% 115
2025
Q2 		$7.58M Buy
+165,610
New +$7.5M 0.08% 190
2025
Q1 		– Sell
-26,761
Closed -$1.2M – 1433
2024
Q4 		$1.2M Buy
26,761
+11
+0% +$503 0.01% 572
2024
Q3 		$1.25M Buy
26,750
+218
+0.8% +$10.1K 0.01% 579
2024
Q2 		$1.19M Sell
26,532
-4,763
-15% -$213K 0.01% 561
2024
Q1 		$1.42M Sell
31,295
-90
-0.3% -$4.08K 0.02% 413
2023
Q4 		$1.44M Buy
31,385
+2,290
+8% +$101K 0.03% 378
2023
Q3 		$1.27M Buy
29,095
+4,981
+21% +$223K 0.03% 375
2023
Q2 		$1.1M Buy
24,114
+2,446
+11% +$112K 0.02% 395
2023
Q1 		$997K Buy
+21,668
New +$993K 0.02% 388

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

OneDigital Investment Advisors's FBND Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Fidelity Total Bond ETF (FBND) stake by 22% in Q2 2026, buying an estimated $6.18M and bringing the position to 765,893 shares worth $34.8M. The position accounts for 0.29% of the portfolio, ranked #71.

OneDigital Investment Advisors first reported a position in FBND in Q1 2023 and has held it in 13 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • OneDigital Investment Advisors held 765,893 shares of Fidelity Total Bond ETF worth $34.8M as of Q2 2026.
  • OneDigital Investment Advisors bought 135,551 Fidelity Total Bond ETF shares in Q2 2026, an estimated $6.18M.
  • Fidelity Total Bond ETF made up 0.29% of OneDigital Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • OneDigital Investment Advisors first reported a position in Fidelity Total Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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