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

Opal 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	$5.24M	Buy	115,109 +10,898	+10%	+$497K	1.13%	12
2026 Q1	$4.75M	Buy	104,211 +6,684	+7%	+$308K	1.07%	11
2025 Q4	$4.49M	Buy	97,527 +17	+0%	+$789	1.17%	13
2025 Q3	$4.51M	Buy	97,510 +6,038	+7%	+$277K	1.25%	13
2025 Q2	$4.18M	Buy	91,472 +3,216	+4%	+$146K	1.16%	11
2025 Q1	$4.03M	Buy	88,256 +11,130	+14%	+$504K	1.24%	9
2024 Q4	$3.46M	Buy	77,126 +10,494	+16%	+$480K	1.04%	17
2024 Q3	$3.11M	Buy	66,632 +5,468	+9%	+$253K	0.98%	17
2024 Q2	$2.75M	Buy	61,164 +4,620	+8%	+$207K	0.88%	17
2024 Q1	$2.56M	Buy	56,544 +21,362	+61%	+$969K	0.87%	19
2023 Q4	$1.62M	Buy	35,182 +1,372	+4%	+$60.5K	0.64%	27
2023 Q3	$1.47M	Buy	+33,810	New	+$1.51M	0.86%	17

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

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

Opal Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 10% in Q2 2026, buying an estimated $497K and bringing the position to 115,109 shares worth $5.24M. The position accounts for 1.13% of the portfolio, ranked #12.

Opal Wealth Advisors first reported a position in FBND in Q3 2023 and has held it in 12 quarters since. 794 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Opal Wealth Advisors held 115,109 shares of Fidelity Total Bond ETF worth $5.24M as of Q2 2026.
Opal Wealth Advisors bought 10,898 Fidelity Total Bond ETF shares in Q2 2026, an estimated $497K.
Fidelity Total Bond ETF made up 1.13% of Opal Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Opal Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 12 quarters since.
794 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.