United Advisor Group’s Fidelity Total Bond ETF FBND Stock Holding History

United Advisor Group’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	$1.96M	Buy	43,011 +9,453	+28%	+$431K	0.21%	130
2026 Q1	$1.53M	Buy	33,558 +2,002	+6%	+$92.3K	0.19%	134
2025 Q4	$1.45M	Buy	31,556 +4,118	+15%	+$191K	0.18%	137
2025 Q3	$1.27M	Buy	27,438 +3,414	+14%	+$157K	0.17%	137
2025 Q2	$1.1M	Sell	24,024 -2,603	-10%	-$118K	0.19%	128
2025 Q1	$1.22M	Buy	26,627 +4,594	+21%	+$208K	0.25%	95
2024 Q4	$989K	Buy	22,033 +10,026	+84%	+$458K	0.2%	126
2024 Q3	$561K	Sell	12,007 -223	-2%	-$10.3K	0.13%	167
2024 Q2	$549K	Buy	+12,230	New	+$548K	0.17%	126

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

United Advisor Group's FBND Position: Q2 2026 in Review

United Advisor Group increased its Fidelity Total Bond ETF (FBND) stake by 28% in Q2 2026, buying an estimated $431K and bringing the position to 43,011 shares worth $1.96M. The position accounts for 0.21% of the portfolio, ranked #130.

United Advisor Group first reported a position in FBND in Q2 2024 and has held it in 9 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

United Advisor Group held 43,011 shares of Fidelity Total Bond ETF worth $1.96M as of Q2 2026.
United Advisor Group bought 9,453 Fidelity Total Bond ETF shares in Q2 2026, an estimated $431K.
Fidelity Total Bond ETF made up 0.21% of United Advisor Group's portfolio in Q2 2026, its #130 holding.
United Advisor Group first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 9 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.