World Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

World Investment 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	$18M	Sell	394,895 -2,141	-0.5%	-$97.7K	0.3%	63
2026 Q1	$18.1M	Buy	397,036 +48,640	+14%	+$2.24M	0.29%	66
2025 Q4	$16M	Buy	348,396 +50,819	+17%	+$2.36M	0.26%	77
2025 Q3	$13.8M	Buy	297,577 +38,840	+15%	+$1.78M	0.28%	72
2025 Q2	$11.8M	Buy	258,737 +13,714	+6%	+$621K	0.27%	79
2025 Q1	$11.2M	Buy	245,023 +18,030	+8%	+$817K	0.29%	77
2024 Q4	$10.2M	Buy	226,993 +42,583	+23%	+$1.95M	0.28%	78
2024 Q3	$8.62M	Buy	184,410 +34,682	+23%	+$1.6M	0.27%	94
2024 Q2	$6.73M	Buy	149,728 +16,779	+13%	+$752K	0.42%	50
2024 Q1	$6.02M	Buy	132,949 +25,282	+23%	+$1.15M	0.86%	23
2023 Q4	$4.98M	Buy	107,667 +72,781	+209%	+$3.21M	0.65%	30
2023 Q3	$1.52M	Buy	34,886 +26,324	+307%	+$1.18M	0.3%	68
2023 Q2	$390K	Buy	+8,562	New	+$392K	0.08%	159

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

World Investment Advisors's FBND Position: Q2 2026 in Review

World Investment Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 0.54% in Q2 2026, selling an estimated $97.7K and leaving 394,895 shares worth $18M. The position accounts for 0.3% of the portfolio, ranked #63.

World Investment Advisors first reported a position in FBND in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.1M in Q1 2026. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

World Investment Advisors held 394,895 shares of Fidelity Total Bond ETF worth $18M as of Q2 2026.
World Investment Advisors sold 2,141 Fidelity Total Bond ETF shares in Q2 2026, an estimated $97.7K.
Fidelity Total Bond ETF made up 0.3% of World Investment Advisors's portfolio in Q2 2026, its #63 holding.
World Investment Advisors first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 13 quarters since.
World Investment Advisors's Fidelity Total Bond ETF position peaked at $18.1M in Q1 2026.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.