PCA Investment Advisory Services’s Fidelity Total Bond ETF FBND Stock Holding History

PCA Investment Advisory Services’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	$19.9M	Buy	435,954 +49,496	+13%	+$2.26M	5.54%	5
2026 Q1	$17.7M	Buy	386,458 +31,134	+9%	+$1.44M	5.89%	5
2025 Q4	$16.4M	Buy	355,324 +64,541	+22%	+$2.99M	5.73%	5
2025 Q3	$13.5M	Buy	290,783 +30,042	+12%	+$1.38M	4.98%	7
2025 Q2	$11.9M	Buy	+260,741	New	+$11.8M	5.03%	7
2025 Q1	–	Sell	-9,689	Closed	-$435K	–	74
2024 Q4	$435K	Sell	9,689 -593	-6%	-$27.1K	0.2%	69
2024 Q3	$481K	Buy	10,282 +3,479	+51%	+$161K	0.23%	65
2024 Q2	$306K	Sell	6,803 -67	-1%	-$3K	0.16%	87
2024 Q1	$311K	Buy	+6,870	New	+$312K	0.18%	84
2023 Q3	–	Sell	-4,087	Closed	-$186K	–	205
2023 Q2	$186K	Buy	+4,087	New	+$187K	0.11%	123

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

PCA Investment Advisory Services's FBND Position: Q2 2026 in Review

PCA Investment Advisory Services increased its Fidelity Total Bond ETF (FBND) stake by 13% in Q2 2026, buying an estimated $2.26M and bringing the position to 435,954 shares worth $19.9M. The position accounts for 5.54% of the portfolio, ranked #5.

PCA Investment Advisory Services first reported a position in FBND in Q2 2023 and has held it in 10 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

PCA Investment Advisory Services held 435,954 shares of Fidelity Total Bond ETF worth $19.9M as of Q2 2026.
PCA Investment Advisory Services bought 49,496 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.26M.
Fidelity Total Bond ETF made up 5.54% of PCA Investment Advisory Services's portfolio in Q2 2026, its #5 holding.
PCA Investment Advisory Services first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 10 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.