Salus Financial Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Salus Financial 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	$15.6M	Buy	343,812 +29,961	+10%	+$1.37M	7.71%	4
2026 Q1	$14.3M	Buy	313,851 +15,910	+5%	+$734K	8.35%	4
2025 Q4	$13.7M	Sell	297,941 -1,487	-0.5%	-$69K	8.22%	4
2025 Q3	$13.8M	Buy	299,428 +19,085	+7%	+$876K	8.54%	4
2025 Q2	$12.8M	Buy	280,343 +7,337	+3%	+$332K	8.62%	4
2025 Q1	$12.5M	Sell	273,006 -4,151	-1%	-$188K	9.43%	4
2024 Q4	$12.4M	Buy	+277,157	New	+$12.7M	9.74%	3

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

Salus Financial Advisors's FBND Position: Q2 2026 in Review

Salus Financial Advisors increased its Fidelity Total Bond ETF (FBND) stake by 9.5% in Q2 2026, buying an estimated $1.37M and bringing the position to 343,812 shares worth $15.6M. The position accounts for 7.71% of the portfolio, ranked #4.

Salus Financial Advisors first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Salus Financial Advisors held 343,812 shares of Fidelity Total Bond ETF worth $15.6M as of Q2 2026.
Salus Financial Advisors bought 29,961 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.37M.
Fidelity Total Bond ETF made up 7.71% of Salus Financial Advisors's portfolio in Q2 2026, its #4 holding.
Salus Financial Advisors first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Salus Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.