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FTBD icon

Sunbelt Securities’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Sunbelt Securities’s Portfolio FTBD Stock Details FTBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$220K Buy
4,476
+286
+7% +$14.2K 0.01% 616
2025
Q4 		$207K Buy
4,190
+18
+0.4% +$900 0.01% 629
2025
Q3 		$209K Buy
4,172
+4,002
+2,354% +$198K 0.01% 626
2025
Q2 		$8.19K Sell
170
-103
-38% -$5.01K ﹤0.01% 1346
2025
Q1 		$13.3K Buy
273
+103
+61% +$5K ﹤0.01% 1210
2024
Q4 		$8.19K Buy
170
+78
+85% +$3.83K ﹤0.01% 1348
2024
Q3 		$4.63K Buy
92
+51
+124% +$2.54K ﹤0.01% 1457
2024
Q2 		$2K Buy
+41
New +$1.98K ﹤0.01% 1551

Other funds holding FTBD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BIS
BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sunbelt Securities's FTBD Position: Q1 2026 in Review

Sunbelt Securities increased its Fidelity Tactical Bond ETF (FTBD) stake by 6.8% in Q1 2026, buying an estimated $14.2K and bringing the position to 4,476 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #616.

Sunbelt Securities first reported a position in FTBD in Q2 2024 and has held it in 8 quarters since. 22 funds tracked by Wall St. Rank hold FTBD as of Q1 2026.

  • Sunbelt Securities held 4,476 shares of Fidelity Tactical Bond ETF worth $220K as of Q1 2026.
  • Sunbelt Securities bought 286 Fidelity Tactical Bond ETF shares in Q1 2026, an estimated $14.2K.
  • Fidelity Tactical Bond ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #616 holding.
  • Sunbelt Securities first reported a position in Fidelity Tactical Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 22 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.