SJS Investment Consulting’s Fidelity Total Bond ETF FBND Stock Holding History

SJS Investment Consulting’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	–	Sell	-177	Closed	-$8.07K	–	2919
2026 Q1	$8.07K	Hold	177	–	–	﹤0.01%	904
2025 Q4	$8.15K	Buy	+177	New	+$8.21K	﹤0.01%	830
2025 Q2	–	Sell	-52	Closed	-$2.37K	–	1586
2025 Q1	$2.37K	Buy	+52	New	+$2.35K	﹤0.01%	655

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 22.9% 1-Year Est. Return

SJS Investment Consulting's FBND Position: Q2 2026 in Review

SJS Investment Consulting sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 177 shares — an estimated $8.07K sold.

SJS Investment Consulting first reported a position in FBND in Q1 2025 and held it in 3 quarters. The position peaked at $8.15K in Q4 2025. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

SJS Investment Consulting reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
SJS Investment Consulting sold 177 Fidelity Total Bond ETF shares in Q2 2026, an estimated $8.07K.
SJS Investment Consulting first reported a position in Fidelity Total Bond ETF in Q1 2025 and held it in 3 quarters.
SJS Investment Consulting's Fidelity Total Bond ETF position peaked at $8.15K in Q4 2025.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.