Strata Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Strata Wealth 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	$7.57M	Buy	166,308 +36,458	+28%	+$1.66M	1.85%	14
2026 Q1	$5.92M	Buy	129,850 +27,974	+27%	+$1.29M	1.62%	13
2025 Q4	$4.69M	Buy	101,876 +26,534	+35%	+$1.23M	1.31%	16
2025 Q3	$3.48M	Buy	75,342 +48,971	+186%	+$2.25M	0.92%	21
2025 Q2	$1.21M	Buy	26,371 +15,902	+152%	+$720K	0.33%	35
2025 Q1	$478K	Buy	10,469 +1,692	+19%	+$76.6K	0.15%	49
2024 Q4	$394K	Buy	8,777 +1,754	+25%	+$80.2K	0.12%	57
2024 Q3	$328K	Buy	+7,023	New	+$325K	0.11%	57

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

Strata Wealth Advisors's FBND Position: Q2 2026 in Review

Strata Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 28% in Q2 2026, buying an estimated $1.66M and bringing the position to 166,308 shares worth $7.57M. The position accounts for 1.85% of the portfolio, ranked #14.

Strata Wealth Advisors first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Strata Wealth Advisors held 166,308 shares of Fidelity Total Bond ETF worth $7.57M as of Q2 2026.
Strata Wealth Advisors bought 36,458 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.66M.
Fidelity Total Bond ETF made up 1.85% of Strata Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Strata Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.