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Soltis Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Soltis Investment 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 		$3.35M Buy
73,651
+269
+0.4% +$12.3K 0.19% 118
2026
Q1 		$3.35M Buy
73,382
+59,294
+421% +$2.73M 0.21% 115
2025
Q4 		$649K Sell
14,088
-55,672
-80% -$2.58M 0.04% 279
2025
Q3 		$3.23M Sell
69,760
-404
-0.6% -$18.6K 0.22% 110
2025
Q2 		$3.21M Sell
70,164
-9,033
-11% -$409K 0.25% 98
2025
Q1 		$3.62M Sell
79,197
-5,573
-7% -$252K 0.32% 86
2024
Q4 		$3.8M Buy
84,770
+5,140
+6% +$235K 0.35% 79
2024
Q3 		$3.72M Buy
79,630
+692
+0.9% +$32K 0.36% 82
2024
Q2 		$3.55M Buy
78,938
+134
+0.2% +$6K 0.38% 80
2024
Q1 		$3.57M Sell
78,804
-3,167
-4% -$144K 0.4% 83
2023
Q4 		$3.77M Buy
81,971
+3,421
+4% +$151K 0.43% 78
2023
Q3 		$3.42M Buy
78,550
+125
+0.2% +$5.59K 0.44% 72
2023
Q2 		$3.56M Sell
78,425
-4,444
-5% -$203K 0.41% 74
2023
Q1 		$3.81M Sell
82,869
-1,317
-2% -$60.4K 0.48% 56
2022
Q4 		$3.79M Sell
84,186
-12,365
-13% -$555K 0.5% 57
2022
Q3 		$4.29M Buy
96,551
+105
+0.1% +$4.91K 0.65% 34
2022
Q2 		$4.49M Sell
96,446
-3,065
-3% -$146K 0.65% 34
2022
Q1 		$4.95M Sell
99,511
-6,901
-6% -$353K 0.69% 30
2021
Q4 		$5.64M Buy
106,412
+59
+0.1% +$3.13K 0.8% 26
2021
Q3 		$5.65M Sell
106,353
-304
-0.3% -$16.3K 0.88% 24
2021
Q2 		$5.69M Sell
106,657
-1,340
-1% -$70.9K 0.9% 22
2021
Q1 		$5.66M Buy
107,997
+3,627
+3% +$193K 1.03% 19
2020
Q4 		$5.66M Sell
104,370
-2,440
-2% -$133K 1.05% 18
2020
Q3 		$5.84M Sell
106,810
-13,944
-12% -$765K 1.37% 16
2020
Q2 		$6.51M Buy
120,754
+22,661
+23% +$1.21M 1.69% 13
2020
Q1 		$5.08M Sell
98,093
-5,357
-5% -$277K 1.58% 16
2019
Q4 		$5.35M Buy
+103,450
New +$5.35M 1.03% 21

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

Soltis Investment Advisors's FBND Position: Q2 2026 in Review

Soltis Investment Advisors increased its Fidelity Total Bond ETF (FBND) stake by 0.37% in Q2 2026, buying an estimated $12.3K and bringing the position to 73,651 shares worth $3.35M. The position accounts for 0.19% of the portfolio, ranked #118.

Soltis Investment Advisors first reported a position in FBND in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.51M in Q2 2020. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Soltis Investment Advisors held 73,651 shares of Fidelity Total Bond ETF worth $3.35M as of Q2 2026.
  • Soltis Investment Advisors bought 269 Fidelity Total Bond ETF shares in Q2 2026, an estimated $12.3K.
  • Fidelity Total Bond ETF made up 0.19% of Soltis Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • Soltis Investment Advisors first reported a position in Fidelity Total Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Fidelity Total Bond ETF position peaked at $6.51M in Q2 2020.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.