Strata Wealth Advisors
FBND icon

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
Q3 		$7.79M Buy
179,980
+13,672
+8% +$612K 1.83% 16
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Strata Wealth Advisors's FBND Position: Q3 2026 in Review

Strata Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 8.2% in Q3 2026, buying an estimated $612K and bringing the position to 179,980 shares worth $7.79M. The position accounts for 1.83% of the portfolio, ranked #16.

Strata Wealth Advisors first reported a position in FBND in Q3 2024 and has held it in 9 quarters since. 717 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Strata Wealth Advisors held 179,980 shares of Fidelity Total Bond ETF worth $7.79M as of Q3 2026.
  • Strata Wealth Advisors bought 13,672 Fidelity Total Bond ETF shares in Q3 2026, an estimated $612K.
  • Fidelity Total Bond ETF made up 1.83% of Strata Wealth Advisors's portfolio in Q3 2026, its #16 holding.
  • Strata Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • 717 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.