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 Q3	$970K	Buy	20,684 +4,387	+27%	+$212K	﹤0.01%	2994
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

InTrack Investment Management South Burlington, Vermont $207M AUM 23.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

BG Investment Services Hagatna, Guam $673M AUM 14.41% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings's FTBD Position: Q3 2026 in Review

Osaic Holdings increased its Fidelity Tactical Bond ETF (FTBD) stake by 27% in Q3 2026, buying an estimated $212K and bringing the position to 20,684 shares worth $970K. The position accounts for ﹤0.01% of the portfolio, ranked #2994.

Osaic Holdings first reported a position in FTBD in Q2 2023 and has held it in 13 quarters since. 19 funds tracked by Wall St. Rank hold FTBD as of Q3 2026.

Osaic Holdings held 20,684 shares of Fidelity Tactical Bond ETF worth $970K as of Q3 2026.
Osaic Holdings bought 4,387 Fidelity Tactical Bond ETF shares in Q3 2026, an estimated $212K.
Fidelity Tactical Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #2994 holding.
Osaic Holdings first reported a position in Fidelity Tactical Bond ETF in Q2 2023 and has held it in 13 quarters since.
19 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.