Brookstone Capital Management’s Fidelity Total Bond ETF FBND Stock Holding History

Brookstone Capital 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	$40.7M	Buy	894,979 +58,757	+7%	+$2.68M	0.41%	59
2026 Q1	$38.1M	Buy	836,222 +29,514	+4%	+$1.36M	0.44%	50
2025 Q4	$37.1M	Buy	806,708 +87,421	+12%	+$4.06M	0.42%	48
2025 Q3	$33.3M	Buy	719,287 +21,974	+3%	+$1.01M	0.4%	51
2025 Q2	$31.9M	Buy	697,313 +6,952	+1%	+$315K	0.42%	54
2025 Q1	$31.5M	Sell	690,361 -4,165	-0.6%	-$189K	0.45%	51
2024 Q4	$31.2M	Buy	694,526 +61,756	+10%	+$2.82M	0.45%	51
2024 Q3	$29.6M	Buy	632,770 +33,769	+6%	+$1.56M	0.44%	54
2024 Q2	$27.4M	Buy	599,001 +48,726	+9%	+$2.18M	0.45%	51
2024 Q1	$24.9M	Buy	550,275 +212,869	+63%	+$9.66M	0.45%	52
2023 Q4	$15.5M	Sell	337,406 -115,038	-25%	-$5.08M	0.3%	84
2023 Q3	$19.2M	Buy	452,444 +28,763	+7%	+$1.29M	0.42%	64
2023 Q2	$19M	Buy	423,681 +5,273	+1%	+$241K	0.38%	68
2023 Q1	$19.2M	Sell	418,408 -36,934	-8%	-$1.69M	0.37%	77
2022 Q4	$20.9M	Sell	455,342 -18,999	-4%	-$852K	0.42%	69
2022 Q3	$21M	Sell	474,341 -43,498	-8%	-$2.03M	0.48%	57
2022 Q2	$24.1M	Sell	517,839 -552,717	-52%	-$26.3M	0.53%	51
2022 Q1	$51.9M	Buy	+1,070,556	New	+$54.7M	1.02%	18

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

Brookstone Capital Management's FBND Position: Q2 2026 in Review

Brookstone Capital Management increased its Fidelity Total Bond ETF (FBND) stake by 7% in Q2 2026, buying an estimated $2.68M and bringing the position to 894,979 shares worth $40.7M. The position accounts for 0.41% of the portfolio, ranked #59.

Brookstone Capital Management first reported a position in FBND in Q1 2022 and has held it in 18 quarters since. The position peaked at $51.9M in Q1 2022. 791 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Brookstone Capital Management held 894,979 shares of Fidelity Total Bond ETF worth $40.7M as of Q2 2026.
Brookstone Capital Management bought 58,757 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.68M.
Fidelity Total Bond ETF made up 0.41% of Brookstone Capital Management's portfolio in Q2 2026, its #59 holding.
Brookstone Capital Management first reported a position in Fidelity Total Bond ETF in Q1 2022 and has held it in 18 quarters since.
Brookstone Capital Management's Fidelity Total Bond ETF position peaked at $51.9M in Q1 2022.
791 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.