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

Spectrum 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	$6.34M	Buy	139,298 +27,970	+25%	+$1.28M	2.59%	13
2026 Q1	$5.08M	Buy	111,328 +7,376	+7%	+$340K	2.52%	11
2025 Q4	$4.79M	Buy	103,952 +2,098	+2%	+$97.4K	2.4%	11
2025 Q3	$4.71M	Buy	101,854 +2,020	+2%	+$92.8K	2.55%	11
2025 Q2	$4.57M	Buy	99,834 +5,200	+5%	+$235K	2.65%	12
2025 Q1	$4.32M	Buy	94,634 +2,278	+2%	+$103K	2.79%	11
2024 Q4	$4.14M	Buy	+92,356	New	+$4.22M	2.77%	10

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

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

Spectrum Investment Advisors increased its Fidelity Total Bond ETF (FBND) stake by 25% in Q2 2026, buying an estimated $1.28M and bringing the position to 139,298 shares worth $6.34M. The position accounts for 2.59% of the portfolio, ranked #13.

Spectrum Investment Advisors first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Spectrum Investment Advisors held 139,298 shares of Fidelity Total Bond ETF worth $6.34M as of Q2 2026.
Spectrum Investment Advisors bought 27,970 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.28M.
Fidelity Total Bond ETF made up 2.59% of Spectrum Investment Advisors's portfolio in Q2 2026, its #13 holding.
Spectrum Investment Advisors first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.