Primoris Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Primoris Wealth 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	$5.75M	Buy	126,399 +284	+0.2%	+$13K	2.62%	10
2026 Q1	$5.75M	Buy	126,115 +474	+0.4%	+$21.9K	4.03%	4
2025 Q4	$5.78M	Buy	125,641 +3,210	+3%	+$149K	3.46%	4
2025 Q3	$5.66M	Sell	122,431 -4,762	-4%	-$219K	3.6%	4
2025 Q2	$5.82M	Sell	127,193 -13,784	-10%	-$624K	3.97%	4
2025 Q1	$6.44M	Sell	140,977 -1,506	-1%	-$68.2K	4.98%	1
2024 Q4	$6.39M	Buy	142,483 +815	+0.6%	+$37.2K	4.86%	2
2024 Q3	$6.62M	Buy	141,668 +1,685	+1%	+$77.9K	4.81%	1
2024 Q2	$6.29M	Buy	139,983 +1,923	+1%	+$86.1K	5.02%	1
2024 Q1	$6.26M	Buy	138,060 +8,983	+7%	+$408K	5%	1
2023 Q4	$5.94M	Buy	129,077 +556	+0.4%	+$24.5K	5.6%	1
2023 Q3	$5.6M	Buy	128,521 +88,521	+221%	+$3.96M	6.76%	1
2023 Q2	$1.82M	Buy	+40,000	New	+$1.83M	1.99%	19

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

Primoris Wealth Advisors's FBND Position: Q2 2026 in Review

Primoris Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 0.23% in Q2 2026, buying an estimated $13K and bringing the position to 126,399 shares worth $5.75M. The position accounts for 2.62% of the portfolio, ranked #10.

Primoris Wealth Advisors first reported a position in FBND in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.62M in Q3 2024. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Primoris Wealth Advisors held 126,399 shares of Fidelity Total Bond ETF worth $5.75M as of Q2 2026.
Primoris Wealth Advisors bought 284 Fidelity Total Bond ETF shares in Q2 2026, an estimated $13K.
Fidelity Total Bond ETF made up 2.62% of Primoris Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Primoris Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 13 quarters since.
Primoris Wealth Advisors's Fidelity Total Bond ETF position peaked at $6.62M in Q3 2024.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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