Shore Point Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Shore Point 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	$3.52M	Buy	86,451 +966	+1%	+$44.1K	1.2%	21
2026 Q1	$3.49M	Buy	85,485 +7,892	+10%	+$364K	1.38%	19
2025 Q4	$3.24M	Buy	77,593 +11,607	+18%	+$539K	1.37%	17
2025 Q3	$3.05M	Buy	65,986 +2,985	+5%	+$137K	1.35%	17
2025 Q2	$2.88M	Buy	63,001 +71	+0.1%	+$3.21K	1.38%	15
2025 Q1	$2.87M	Buy	62,930 +2,654	+4%	+$120K	1.52%	15
2024 Q4	$2.7M	Sell	60,276 -1,622	-3%	-$74.1K	1.45%	15
2024 Q3	$2.89M	Buy	61,898 +3,634	+6%	+$168K	1.55%	13
2024 Q2	$2.62M	Sell	58,264 -30,517	-34%	-$1.37M	1.49%	14
2024 Q1	$4.02M	Buy	88,781 +4,021	+5%	+$182K	2.3%	13
2023 Q4	$3.9M	Buy	84,760 +7,748	+10%	+$342K	2.42%	12
2023 Q3	$3.35M	Buy	77,012 +2,911	+4%	+$130K	2.43%	13
2023 Q2	$3.37M	Buy	74,101 +3,530	+5%	+$162K	2.4%	14
2023 Q1	$3.25M	Buy	70,571 +22,770	+48%	+$1.04M	2.46%	13
2022 Q4	$2.15M	Buy	+47,801	New	+$2.14M	1.77%	14

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

Shore Point Advisors's FBND Position: Q2 2026 in Review

Shore Point Advisors increased its Fidelity Total Bond ETF (FBND) stake by 1.1% in Q2 2026, buying an estimated $44.1K and bringing the position to 86,451 shares worth $3.52M. The position accounts for 1.2% of the portfolio, ranked #21.

Shore Point Advisors first reported a position in FBND in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.02M in Q1 2024. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Shore Point Advisors held 86,451 shares of Fidelity Total Bond ETF worth $3.52M as of Q2 2026.
Shore Point Advisors bought 966 Fidelity Total Bond ETF shares in Q2 2026, an estimated $44.1K.
Fidelity Total Bond ETF made up 1.2% of Shore Point Advisors's portfolio in Q2 2026, its #21 holding.
Shore Point Advisors first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 15 quarters since.
Shore Point Advisors's Fidelity Total Bond ETF position peaked at $4.02M in Q1 2024.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.