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

Regal 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	$747K	Sell	16,414 -2,329	-12%	-$106K	0.04%	375
2026 Q1	$855K	Sell	18,743 -693	-4%	-$32K	0.05%	324
2025 Q4	$895K	Buy	+19,436	New	+$902K	0.05%	299
2025 Q1	–	Sell	-9,683	Closed	-$434K	–	471
2024 Q4	$434K	Buy	9,683 +958	+11%	+$43.8K	0.03%	346
2024 Q3	$408K	Sell	8,725 -81	-0.9%	-$3.74K	0.03%	387
2024 Q2	$396K	Buy	8,806 +14	+0.2%	+$627	0.03%	398
2024 Q1	$398K	Buy	8,792 +2,122	+32%	+$96.3K	0.03%	404
2023 Q4	$307K	Sell	6,670 -2,368	-26%	-$105K	0.02%	416
2023 Q3	$394K	Sell	9,038 -6,314	-41%	-$282K	0.03%	338
2023 Q2	$697K	Buy	15,352 +119	+0.8%	+$5.45K	0.06%	244
2023 Q1	$701K	Buy	+15,233	New	+$698K	0.06%	235
2015 Q4	–	Sell	-1,475	Closed	-$71K	–	469
2015 Q3	$71K	Hold	1,475	–	–	0.02%	393
2015 Q2	$73K	Buy	+1,475	New	+$74.4K	0.02%	377

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

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

Regal Investment Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 12% in Q2 2026, selling an estimated $106K and leaving 16,414 shares worth $747K. The position accounts for 0.04% of the portfolio, ranked #375.

Regal Investment Advisors first reported a position in FBND in Q2 2015 and has held it in 13 quarters since. The position peaked at $895K in Q4 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Regal Investment Advisors held 16,414 shares of Fidelity Total Bond ETF worth $747K as of Q2 2026.
Regal Investment Advisors sold 2,329 Fidelity Total Bond ETF shares in Q2 2026, an estimated $106K.
Fidelity Total Bond ETF made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #375 holding.
Regal Investment Advisors first reported a position in Fidelity Total Bond ETF in Q2 2015 and has held it in 13 quarters since.
Regal Investment Advisors's Fidelity Total Bond ETF position peaked at $895K in Q4 2025.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.