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 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 $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Strata Wealth Advisors's FBND Position: Q1 2026 in Review

Strata Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 27% in Q1 2026, buying an estimated $1.29M and bringing the position to 129,850 shares worth $5.92M. The position accounts for 1.62% of the portfolio, ranked #13.

Strata Wealth Advisors first reported a position in FBND in Q3 2024 and has held it in 7 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Strata Wealth Advisors held 129,850 shares of Fidelity Total Bond ETF worth $5.92M as of Q1 2026.
Strata Wealth Advisors bought 27,974 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.29M.
Fidelity Total Bond ETF made up 1.62% of Strata Wealth Advisors's portfolio in Q1 2026, its #13 holding.
Strata Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 7 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.