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Rise Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Rise 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 		$26.1M Buy
573,804
+243,656
+74% +$11.1M 7.35% 5
2026
Q1 		$15.1M Buy
330,148
+10,656
+3% +$491K 5.31% 8
2025
Q4 		$14.7M Buy
319,492
+7,861
+3% +$365K 5.25% 8
2025
Q3 		$14.4M Buy
311,631
+281,038
+919% +$12.9M 5.17% 5
2025
Q2 		$1.4M Buy
30,593
+16,729
+121% +$757K 0.56% 18
2025
Q1 		$633K Sell
13,864
-118
-0.8% -$5.34K 0.28% 32
2024
Q4 		$627K Buy
13,982
+140
+1% +$6.4K 0.3% 30
2024
Q3 		$647K Buy
13,842
+5,038
+57% +$233K 0.31% 30
2024
Q2 		$396K Buy
8,804
+103
+1% +$4.61K 0.21% 51
2024
Q1 		$394K Sell
8,701
-242
-3% -$11K 0.21% 50
2023
Q4 		$412K Sell
8,943
-1,702
-16% -$75.1K 0.29% 32
2023
Q3 		$464K Sell
10,645
-349
-3% -$15.6K 0.37% 25
2023
Q2 		$499K Buy
10,994
+69
+0.6% +$3.16K 0.39% 31
2023
Q1 		$503K Sell
10,925
-4,690
-30% -$215K 0.38% 29
2022
Q4 		$703K Buy
15,615
+127
+0.8% +$5.7K 0.56% 22
2022
Q3 		$688K Buy
15,488
+103
+0.7% +$4.81K 0.57% 24
2022
Q2 		$716K Sell
15,385
-144
-0.9% -$6.86K 0.72% 24
2022
Q1 		$773K Sell
15,529
-1,477
-9% -$75.5K 0.7% 25
2021
Q4 		$902K Buy
+17,006
New +$902K 0.86% 21

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

Rise Advisors's FBND Position: Q2 2026 in Review

Rise Advisors increased its Fidelity Total Bond ETF (FBND) stake by 74% in Q2 2026, buying an estimated $11.1M and bringing the position to 573,804 shares worth $26.1M. The position accounts for 7.35% of the portfolio, ranked #5.

Rise Advisors first reported a position in FBND in Q4 2021 and has held it in 19 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Rise Advisors held 573,804 shares of Fidelity Total Bond ETF worth $26.1M as of Q2 2026.
  • Rise Advisors bought 243,656 Fidelity Total Bond ETF shares in Q2 2026, an estimated $11.1M.
  • Fidelity Total Bond ETF made up 7.35% of Rise Advisors's portfolio in Q2 2026, its #5 holding.
  • Rise Advisors first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.