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

Prime Capital 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	$19.1M	Buy	420,968 +28,691	+7%	+$1.31M	0.19%	99
2026 Q1	$17.9M	Buy	392,277 +176,600	+82%	+$8.14M	0.21%	96
2025 Q4	$9.93M	Buy	215,677 +18,520	+9%	+$859K	0.12%	134
2025 Q3	$9.12M	Buy	197,157 +17,778	+10%	+$816K	0.11%	136
2025 Q2	$8.21M	Sell	179,379 -19,399	-10%	-$878K	0.11%	148
2025 Q1	$9.07M	Buy	198,778 +77,262	+64%	+$3.5M	0.11%	148
2024 Q4	$5.45M	Buy	121,516 +11,486	+10%	+$525K	0.08%	170
2024 Q3	$5.14M	Buy	110,030 +14,272	+15%	+$660K	0.07%	183
2024 Q2	$4.3M	Buy	+95,758	New	+$4.29M	0.06%	209

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Prime Capital Investment Advisors's FBND Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Fidelity Total Bond ETF (FBND) stake by 7.3% in Q2 2026, buying an estimated $1.31M and bringing the position to 420,968 shares worth $19.1M. The position accounts for 0.19% of the portfolio, ranked #99.

Prime Capital Investment Advisors first reported a position in FBND in Q2 2024 and has held it in 9 quarters since. 701 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Prime Capital Investment Advisors held 420,968 shares of Fidelity Total Bond ETF worth $19.1M as of Q2 2026.
Prime Capital Investment Advisors bought 28,691 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.31M.
Fidelity Total Bond ETF made up 0.19% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #99 holding.
Prime Capital Investment Advisors first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 9 quarters since.
701 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.