Twin Peaks Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Twin Peaks 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 Q2	$1.35M	Buy	29,762 +2,680	+10%	+$122K	0.31%	68
2026 Q1	$1.24M	Sell	27,082 -214	-0.8%	-$9.87K	0.31%	63
2025 Q4	$1.26M	Buy	27,296 +63	+0.2%	+$2.92K	0.37%	59
2025 Q3	$1.26M	Buy	27,233 +85	+0.3%	+$3.9K	0.43%	54
2025 Q2	$1.24M	Sell	27,148 -195	-0.7%	-$8.83K	0.4%	54
2025 Q1	$1.23M	Sell	27,343 -4,661	-15%	-$211K	0.56%	47
2024 Q4	$1.44M	Sell	32,004 -3,166	-9%	-$145K	0.61%	40
2024 Q3	$1.64M	Sell	35,170 -1,148	-3%	-$53.1K	0.76%	34
2024 Q2	$1.63M	Sell	36,318 -1,100	-3%	-$49.3K	0.81%	34
2024 Q1	$1.7M	Buy	37,418 +4,806	+15%	+$218K	0.94%	27
2023 Q4	$1.5M	Buy	+32,612	New	+$1.44M	0.96%	27

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

Twin Peaks Wealth Advisors's FBND Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 9.9% in Q2 2026, buying an estimated $122K and bringing the position to 29,762 shares worth $1.35M. The position accounts for 0.31% of the portfolio, ranked #68.

Twin Peaks Wealth Advisors first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.7M in Q1 2024. 794 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Twin Peaks Wealth Advisors held 29,762 shares of Fidelity Total Bond ETF worth $1.35M as of Q2 2026.
Twin Peaks Wealth Advisors bought 2,680 Fidelity Total Bond ETF shares in Q2 2026, an estimated $122K.
Fidelity Total Bond ETF made up 0.31% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Twin Peaks Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
Twin Peaks Wealth Advisors's Fidelity Total Bond ETF position peaked at $1.7M in Q1 2024.
794 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.