Brookwood Investment Group’s Fidelity Total Bond ETF FBND Stock Holding History

Brookwood Investment 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	–	Sell	-17,850	Closed	-$814K	–	566
2026 Q1	$814K	Buy	17,850 +1,441	+9%	+$66.5K	0.1%	189
2025 Q4	$755K	Sell	16,409 -12,697	-44%	-$589K	0.09%	208
2025 Q3	$1.35M	Buy	29,106 +5,867	+25%	+$269K	0.17%	111
2025 Q2	$1.06M	Sell	23,239 -1,401	-6%	-$63.4K	0.17%	122
2025 Q1	$1.12M	Buy	+24,640	New	+$1.12M	0.19%	103

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

Brookwood Investment Group's FBND Position: Q2 2026 in Review

Brookwood Investment Group sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 17,850 shares — an estimated $814K sold.

Brookwood Investment Group first reported a position in FBND in Q1 2025 and held it in 5 quarters. The position peaked at $1.35M in Q3 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Brookwood Investment Group reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
Brookwood Investment Group sold 17,850 Fidelity Total Bond ETF shares in Q2 2026, an estimated $814K.
Brookwood Investment Group first reported a position in Fidelity Total Bond ETF in Q1 2025 and held it in 5 quarters.
Brookwood Investment Group's Fidelity Total Bond ETF position peaked at $1.35M in Q3 2025.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.