Sentinel Pension Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Sentinel Pension 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	$15.4M	Buy	339,398 +10,082	+3%	+$460K	2.02%	10
2026 Q1	$15M	Buy	329,316 +11,478	+4%	+$529K	2.22%	10
2025 Q4	$14.6M	Buy	317,838 +5,822	+2%	+$270K	2.25%	8
2025 Q3	$14.4M	Buy	312,016 +5,591	+2%	+$257K	2.31%	8
2025 Q2	$14M	Buy	306,425 +15,326	+5%	+$694K	2.36%	8
2025 Q1	$13.3M	Sell	291,099 -5,208	-2%	-$236K	2.45%	7
2024 Q4	$13.3M	Buy	296,307 +3,220	+1%	+$147K	2.47%	7
2024 Q3	$13.7M	Buy	293,087 +12,304	+4%	+$569K	2.64%	7
2024 Q2	$12.6M	Sell	280,783 -27,541	-9%	-$1.23M	2.62%	7
2024 Q1	$14M	Buy	308,324 +76,573	+33%	+$3.47M	2.99%	7
2023 Q4	$10.7M	Buy	231,751 +11,187	+5%	+$494K	2.54%	9
2023 Q3	$9.61M	Buy	220,564 +10,415	+5%	+$466K	2.34%	11
2023 Q2	$9.54M	Buy	210,149 +4,771	+2%	+$218K	2.31%	11
2023 Q1	$9.53M	Sell	205,378 -1,442	-0.7%	-$66.1K	2.42%	12
2022 Q4	$9.31M	Sell	206,820 -11,218	-5%	-$503K	2.92%	11
2022 Q3	$9.69M	Buy	218,038 +7,197	+3%	+$336K	3.38%	8
2022 Q2	$9.81M	Sell	210,841 -27,093	-11%	-$1.29M	3.3%	8
2022 Q1	$11.8M	Buy	237,934 +3,258	+1%	+$167K	4.02%	8
2021 Q4	$12.4M	Buy	234,676 +15,604	+7%	+$828K	3.92%	7
2021 Q3	$11.6M	Buy	219,072 +19,056	+10%	+$1.02M	3.96%	7
2021 Q2	$10.7M	Buy	200,016 +149,423	+295%	+$7.91M	3.74%	8
2021 Q1	$2.49M	Sell	50,593 -47,401	-48%	-$2.53M	0.91%	19
2020 Q4	$5.32M	Buy	97,994 +7,828	+9%	+$427K	1.94%	15
2020 Q3	$4.93M	Buy	90,166 +15,322	+20%	+$841K	1.9%	16
2020 Q2	$4.04M	Buy	74,844 +26,983	+56%	+$1.43M	1.69%	16
2020 Q1	$2.48M	Buy	47,861 +34,356	+254%	+$1.78M	1.2%	18
2019 Q4	$699K	Buy	+13,505	New	+$698K	0.45%	32

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

Sentinel Pension Advisors's FBND Position: Q2 2026 in Review

Sentinel Pension Advisors increased its Fidelity Total Bond ETF (FBND) stake by 3.1% in Q2 2026, buying an estimated $460K and bringing the position to 339,398 shares worth $15.4M. The position accounts for 2.02% of the portfolio, ranked #10.

Sentinel Pension Advisors first reported a position in FBND in Q4 2019 and has held it in 27 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Sentinel Pension Advisors held 339,398 shares of Fidelity Total Bond ETF worth $15.4M as of Q2 2026.
Sentinel Pension Advisors bought 10,082 Fidelity Total Bond ETF shares in Q2 2026, an estimated $460K.
Fidelity Total Bond ETF made up 2.02% of Sentinel Pension Advisors's portfolio in Q2 2026, its #10 holding.
Sentinel Pension Advisors first reported a position in Fidelity Total Bond ETF in Q4 2019 and has held it in 27 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.