Osaic Holdings
FTBD icon

Osaic Holdings’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Osaic Holdings’s Portfolio FTBD Stock Details FTBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$803K Buy
16,297
+4,278
+36% +$211K ﹤0.01% 3222
2026
Q1 		$591K Buy
12,019
+806
+7% +$40.1K ﹤0.01% 3191
2025
Q4 		$555K Buy
11,213
+1,384
+14% +$69.2K ﹤0.01% 3248
2025
Q3 		$490K Buy
9,829
+4,563
+87% +$226K ﹤0.01% 3440
2025
Q2 		$260K Buy
5,266
+596
+13% +$29K ﹤0.01% 3724
2025
Q1 		$228K Sell
4,670
-311
-6% -$15.1K ﹤0.01% 3516
2024
Q4 		$240K Sell
4,981
-11,379
-70% -$560K ﹤0.01% 3441
2024
Q3 		$825K Buy
+16,360
New +$814K ﹤0.01% 2414
2024
Q2 		– Sell
-3,141
Closed -$154K – 7480
2024
Q1 		$154K Buy
3,141
+574
+22% +$28.1K ﹤0.01% 3904
2023
Q4 		$127K Buy
2,567
+763
+42% +$36.3K ﹤0.01% 4254
2023
Q3 		$84.4K Buy
1,804
+1,102
+157% +$53.2K ﹤0.01% 4629
2023
Q2 		$34.4K Buy
+702
New +$34.6K ﹤0.01% 5193

Other funds holding FTBD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
BIS
BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Osaic Holdings's FTBD Position: Q2 2026 in Review

Osaic Holdings increased its Fidelity Tactical Bond ETF (FTBD) stake by 36% in Q2 2026, buying an estimated $211K and bringing the position to 16,297 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

Osaic Holdings first reported a position in FTBD in Q2 2023 and has held it in 12 quarters since. The position peaked at $825K in Q3 2024. 18 funds tracked by Wall St. Rank hold FTBD as of Q2 2026.

  • Osaic Holdings held 16,297 shares of Fidelity Tactical Bond ETF worth $803K as of Q2 2026.
  • Osaic Holdings bought 4,278 Fidelity Tactical Bond ETF shares in Q2 2026, an estimated $211K.
  • Fidelity Tactical Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3222 holding.
  • Osaic Holdings first reported a position in Fidelity Tactical Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Osaic Holdings's Fidelity Tactical Bond ETF position peaked at $825K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.