PIA
FBND icon

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

Powell 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 		$2.47M Sell
54,171
-3,200
-6% -$146K 0.78% 21
2026
Q1 		$2.63M Sell
57,371
-2,592
-4% -$120K 0.91% 19
2025
Q4 		$2.78M Buy
59,963
+18
+0% +$835 0.96% 17
2025
Q3 		$2.78M Sell
59,945
-1,461
-2% -$67.1K 0.97% 17
2025
Q2 		$2.82M Buy
+61,406
New +$2.78M 1.06% 17
2024
Q4 		– Sell
-69,961
Closed -$3.28M – 159
2024
Q3 		$3.28M Sell
69,961
-4,349
-6% -$201K 1.53% 12
2024
Q2 		$3.35M Sell
74,310
-9,311
-11% -$417K 1.74% 11
2024
Q1 		$3.8M Sell
83,621
-4,548
-5% -$206K 2.01% 11
2023
Q4 		$4.08M Sell
88,169
-2,288
-3% -$101K 2.25% 11
2023
Q3 		$3.95M Sell
90,457
-8,295
-8% -$371K 2.38% 12
2023
Q2 		$4.5M Sell
98,752
-59,082
-37% -$2.7M 2.63% 10
2023
Q1 		$7.29M Sell
157,834
-396
-0.3% -$18.2K 4.05% 8
2022
Q4 		$7.14M Buy
158,230
+143,063
+943% +$6.42M 4.14% 6
2022
Q3 		$676K Buy
15,167
+3,045
+25% +$142K 0.44% 31
2022
Q2 		$565K Buy
12,122
+37
+0.3% +$1.76K 0.34% 42
2022
Q1 		$603K Buy
12,085
+5,915
+96% +$302K 0.35% 43
2021
Q4 		$328K Hold
6,170
– – 0.19% 72
2021
Q3 		$328K Hold
6,170
– – 0.2% 71
2021
Q2 		$330K Hold
6,170
– – 0.2% 69
2021
Q1 		$324K Hold
6,170
– – 0.21% 65
2020
Q4 		$335K Hold
6,170
– – 0.25% 56
2020
Q3 		$338K Hold
6,170
– – 0.29% 50
2020
Q2 		$333K Hold
6,170
– – 0.32% 53
2020
Q1 		$320K Hold
6,170
– – 0.39% 53
2019
Q4 		$320K Buy
+6,170
New +$319K 0.33% 68

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

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

Powell Investment Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 5.6% in Q2 2026, selling an estimated $146K and leaving 54,171 shares worth $2.47M. The position accounts for 0.78% of the portfolio, ranked #21.

Powell Investment Advisors first reported a position in FBND in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.29M in Q1 2023. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Powell Investment Advisors held 54,171 shares of Fidelity Total Bond ETF worth $2.47M as of Q2 2026.
  • Powell Investment Advisors sold 3,200 Fidelity Total Bond ETF shares in Q2 2026, an estimated $146K.
  • Fidelity Total Bond ETF made up 0.78% of Powell Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Powell Investment Advisors first reported a position in Fidelity Total Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Powell Investment Advisors's Fidelity Total Bond ETF position peaked at $7.29M in Q1 2023.
  • 793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.