Annis Gardner Whiting Capital Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-4,213	Closed	-$192K	–	636
2026 Q1	$192K	Buy	4,213 +1,090	+35%	+$50.3K	0.03%	314
2025 Q4	$144K	Hold	3,123	–	–	0.03%	343
2025 Q3	$144K	Buy	+3,123	New	+$143K	0.03%	316
2024 Q3	–	Sell	-67	Closed	-$3.02K	–	812
2024 Q2	$3.02K	Buy	+67	New	+$3K	﹤0.01%	828

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

Annis Gardner Whiting Capital Advisors's FBND Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 4,213 shares — an estimated $192K sold.

Annis Gardner Whiting Capital Advisors first reported a position in FBND in Q2 2024 and held it in 4 quarters. The position peaked at $192K in Q1 2026. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 4,213 Fidelity Total Bond ETF shares in Q2 2026, an estimated $192K.
Annis Gardner Whiting Capital Advisors first reported a position in Fidelity Total Bond ETF in Q2 2024 and held it in 4 quarters.
Annis Gardner Whiting Capital Advisors's Fidelity Total Bond ETF position peaked at $192K in Q1 2026.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.