USAdvisors Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

USAdvisors Wealth 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	$11.3M	Sell	249,460 -1,719	-0.7%	-$78.4K	3.25%	5
2026 Q1	$11.4M	Buy	251,179 +8,004	+3%	+$369K	3.79%	4
2025 Q4	$11.2M	Buy	243,175 +12,241	+5%	+$568K	3.69%	4
2025 Q3	$10.7M	Buy	230,934 +1,974	+0.9%	+$90.6K	3.69%	4
2025 Q2	$10.5M	Buy	228,960 +11,423	+5%	+$517K	3.89%	4
2025 Q1	$9.93M	Sell	217,537 -4,474	-2%	-$203K	3.46%	5
2024 Q4	$9.96M	Buy	222,011 +38,054	+21%	+$1.74M	3.24%	5
2024 Q3	$8.62M	Buy	183,957 +2,303	+1%	+$106K	3.01%	5
2024 Q2	$8.16M	Buy	181,654 +7,281	+4%	+$326K	2.87%	6
2024 Q1	$7.91M	Sell	174,373 -11	-0%	-$499	2.98%	4
2023 Q4	$8.03M	Buy	174,384 +42,602	+32%	+$1.88M	3.33%	3
2023 Q3	$5.74M	Buy	131,782 +21,126	+19%	+$945K	2.56%	10
2023 Q2	$5.01M	Buy	+110,656	New	+$5.06M	2.37%	10

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

USAdvisors Wealth Management's FBND Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 0.68% in Q2 2026, selling an estimated $78.4K and leaving 249,460 shares worth $11.3M. The position accounts for 3.25% of the portfolio, ranked #5.

USAdvisors Wealth Management first reported a position in FBND in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.4M in Q1 2026. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

USAdvisors Wealth Management held 249,460 shares of Fidelity Total Bond ETF worth $11.3M as of Q2 2026.
USAdvisors Wealth Management sold 1,719 Fidelity Total Bond ETF shares in Q2 2026, an estimated $78.4K.
Fidelity Total Bond ETF made up 3.25% of USAdvisors Wealth Management's portfolio in Q2 2026, its #5 holding.
USAdvisors Wealth Management first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 13 quarters since.
USAdvisors Wealth Management's Fidelity Total Bond ETF position peaked at $11.4M in Q1 2026.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.