UBS Group’s Fidelity Tactical Bond ETF FTBD Stock Holding History

UBS Group’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 Q2	$5.32K	Buy	108 +71	+192%	+$3.5K	﹤0.01%	8936
2026 Q1	$1.82K	Buy	37 +19	+106%	+$944	﹤0.01%	9425
2025 Q4	$891	Buy	+18	New	+$900	﹤0.01%	9771
2025 Q3	–	Sell	-2,124	Closed	-$105K	–	10511
2025 Q2	$105K	Sell	2,124 -183	-8%	-$8.9K	﹤0.01%	7206
2025 Q1	$113K	Buy	+2,307	New	+$112K	﹤0.01%	6964
2024 Q3	–	Sell	-88	Closed	-$4.25K	–	9686
2024 Q2	$4.25K	Buy	+88	New	+$4.25K	﹤0.01%	8118
2024 Q1	–	Sell	-995	Closed	-$49.3K	–	9547
2023 Q4	$49.3K	Buy	+995	New	+$47.3K	﹤0.01%	6542

Other funds holding FTBD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IIM

InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

UBS Group's FTBD Position: Q2 2026 in Review

UBS Group increased its Fidelity Tactical Bond ETF (FTBD) stake by 192% in Q2 2026, buying an estimated $3.5K and bringing the position to 108 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #8936.

UBS Group first reported a position in FTBD in Q4 2023 and has held it in 7 quarters since. The position peaked at $113K in Q1 2025. 18 funds tracked by Wall St. Rank hold FTBD as of Q2 2026.

UBS Group held 108 shares of Fidelity Tactical Bond ETF worth $5.32K as of Q2 2026.
UBS Group bought 71 Fidelity Tactical Bond ETF shares in Q2 2026, an estimated $3.5K.
Fidelity Tactical Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8936 holding.
UBS Group first reported a position in Fidelity Tactical Bond ETF in Q4 2023 and has held it in 7 quarters since.
UBS Group's Fidelity Tactical Bond ETF position peaked at $113K in Q1 2025.
18 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.