Strategic Investment Solutions’s Fidelity Total Bond ETF FBND Stock Holding History

Strategic Investment Solutions’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	$57.2K	Sell	1,258 -50	-4%	-$2.28K	0.01%	251
2026 Q1	$59.7K	Buy	1,308 +16	+1%	+$738	0.01%	240
2025 Q4	$59.5K	Buy	1,292 +14	+1%	+$650	0.01%	230
2025 Q3	$59.1K	Sell	1,278 -39	-3%	-$1.79K	0.02%	202
2025 Q2	$60.2K	Sell	1,317 -696	-35%	-$31.5K	0.02%	194
2025 Q1	$91.9K	Buy	+2,013	New	+$91.2K	0.03%	148

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

Strategic Investment Solutions's FBND Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Fidelity Total Bond ETF (FBND) stake by 3.8% in Q2 2026, selling an estimated $2.28K and leaving 1,258 shares worth $57.2K. The position accounts for 0.01% of the portfolio, ranked #251.

Strategic Investment Solutions first reported a position in FBND in Q1 2025 and has held it in 6 quarters since. The position peaked at $91.9K in Q1 2025. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Strategic Investment Solutions held 1,258 shares of Fidelity Total Bond ETF worth $57.2K as of Q2 2026.
Strategic Investment Solutions sold 50 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.28K.
Fidelity Total Bond ETF made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #251 holding.
Strategic Investment Solutions first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 6 quarters since.
Strategic Investment Solutions's Fidelity Total Bond ETF position peaked at $91.9K in Q1 2025.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.