Colonial Trust Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Colonial Trust 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 Q1	$3.12K	Hold	68	–	–	﹤0.01%	637
2025 Q4	$3.11K	Buy	+68	New	+$3.15K	﹤0.01%	617

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Colonial Trust Advisors's FBND Position: Q1 2026 in Review

Colonial Trust Advisors held its Fidelity Total Bond ETF (FBND) position steady in Q1 2026 at 68 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Colonial Trust Advisors first reported a position in FBND in Q4 2025 and has held it in 2 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Colonial Trust Advisors held 68 shares of Fidelity Total Bond ETF worth $3.12K as of Q1 2026.
Colonial Trust Advisors left its Fidelity Total Bond ETF share count unchanged in Q1 2026.
Fidelity Total Bond ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #637 holding.
Colonial Trust Advisors first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 2 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.