Stratos Investment Management’s Fidelity Total Bond ETF FBND Stock Holding History

Stratos Investment Management’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	$5.73M	Sell	125,855 -2,452	-2%	-$112K	0.21%	88
2026 Q1	$5.85M	Buy	128,307 +1,280	+1%	+$59K	0.23%	86
2025 Q4	$5.85M	Buy	127,027 +4,927	+4%	+$229K	0.23%	86
2025 Q3	$5.65M	Buy	122,100 +145	+0.1%	+$6.66K	0.23%	85
2025 Q2	$5.58M	Sell	121,955 -7,290	-6%	-$330K	0.26%	80
2025 Q1	$5.9M	Buy	129,245 +1,065	+0.8%	+$48.2K	0.31%	68
2024 Q4	$5.75M	Buy	128,180 +90,949	+244%	+$4.16M	0.35%	58
2024 Q3	$1.74M	Buy	+37,231	New	+$1.72M	0.12%	106

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

Stratos Investment Management's FBND Position: Q2 2026 in Review

Stratos Investment Management reduced its Fidelity Total Bond ETF (FBND) stake by 1.9% in Q2 2026, selling an estimated $112K and leaving 125,855 shares worth $5.73M. The position accounts for 0.21% of the portfolio, ranked #88.

Stratos Investment Management first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.9M in Q1 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Stratos Investment Management held 125,855 shares of Fidelity Total Bond ETF worth $5.73M as of Q2 2026.
Stratos Investment Management sold 2,452 Fidelity Total Bond ETF shares in Q2 2026, an estimated $112K.
Fidelity Total Bond ETF made up 0.21% of Stratos Investment Management's portfolio in Q2 2026, its #88 holding.
Stratos Investment Management first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
Stratos Investment Management's Fidelity Total Bond ETF position peaked at $5.9M in Q1 2025.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.