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

Sequoia 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 		$1.84M Sell
40,359
-18,876
-32% -$861K 0.01% 670
2026
Q1 		$2.7M Sell
59,235
-12,804
-18% -$590K 0.02% 498
2025
Q4 		$3.32M Sell
72,039
-20,270
-22% -$941K 0.02% 425
2025
Q3 		$4.27M Sell
92,309
-42,159
-31% -$1.94M 0.03% 331
2025
Q2 		$6.15M Sell
134,468
-37,865
-22% -$1.71M 0.04% 248
2025
Q1 		$7.87M Sell
172,333
-34,272
-17% -$1.55M 0.06% 218
2024
Q4 		$9.27M Sell
206,605
-44,623
-18% -$2.04M 0.09% 178
2024
Q3 		$11.7M Sell
251,228
-318,786
-56% -$14.7M 0.13% 139
2024
Q2 		$25.6M Sell
570,014
-1,867,448
-77% -$83.7M 0.31% 77
2024
Q1 		$110M Buy
2,437,462
+247,521
+11% +$11.2M 1.37% 12
2023
Q4 		$101M Buy
2,189,941
+237,581
+12% +$10.5M 1.25% 16
2023
Q3 		$85M Buy
1,952,360
+18,368
+0.9% +$821K 1.49% 16
2023
Q2 		$87.8M Buy
1,933,992
+75,139
+4% +$3.44M 1.51% 14
2023
Q1 		$85.5M Buy
1,858,853
+89,136
+5% +$4.09M 1.9% 9
2022
Q4 		$79.7M Buy
1,769,717
+156,993
+10% +$7.04M 1.96% 8
2022
Q3 		$71.7M Sell
1,612,724
-13,574
-0.8% -$634K 2.26% 8
2022
Q2 		$75.7M Buy
1,626,298
+50,304
+3% +$2.4M 2.14% 7
2022
Q1 		$78.4M Buy
1,575,994
+370,147
+31% +$18.9M 1.96% 10
2021
Q4 		$63.9M Buy
1,205,847
+750,056
+165% +$39.8M 1.74% 12
2021
Q3 		$24.2M Sell
455,791
-690,227
-60% -$37M 2.46% 10
2021
Q2 		$61.1M Buy
1,146,018
+128,747
+13% +$6.81M 2.23% 9
2021
Q1 		$53.3M Buy
+1,017,271
New +$54.2M 2.23% 9
2016
Q3 		– Sell
-4,314
Closed -$217K – 255
2016
Q2 		$217K Buy
+4,314
New +$214K 0.06% 216

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

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

Sequoia Financial Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 32% in Q2 2026, selling an estimated $861K and leaving 40,359 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #670.

Sequoia Financial Advisors first reported a position in FBND in Q2 2016 and has held it in 23 quarters since. The position peaked at $110M in Q1 2024. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Sequoia Financial Advisors held 40,359 shares of Fidelity Total Bond ETF worth $1.84M as of Q2 2026.
  • Sequoia Financial Advisors sold 18,876 Fidelity Total Bond ETF shares in Q2 2026, an estimated $861K.
  • Fidelity Total Bond ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #670 holding.
  • Sequoia Financial Advisors first reported a position in Fidelity Total Bond ETF in Q2 2016 and has held it in 23 quarters since.
  • Sequoia Financial Advisors's Fidelity Total Bond ETF position peaked at $110M in Q1 2024.
  • 788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.