Curtis Advisory Group’s Fidelity Total Bond ETF FBND Stock Holding History

Curtis Advisory 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 Q1	$1.16M	Buy	25,343 +123	+0.5%	+$5.67K	0.25%	60
2025 Q4	$1.16M	Buy	25,220 +1,342	+6%	+$62.3K	0.24%	58
2025 Q3	$1.1M	Sell	23,878 -260	-1%	-$11.9K	0.25%	52
2025 Q2	$1.1M	Sell	24,138 -2,403	-9%	-$109K	0.28%	46
2025 Q1	$1.21M	Buy	26,541 +3,476	+15%	+$157K	0.36%	46
2024 Q4	$1.03M	Buy	23,065 +13,100	+131%	+$599K	0.27%	47
2024 Q3	$466K	Sell	9,965 -500	-5%	-$23.1K	0.13%	69
2024 Q2	$470K	Buy	10,465 +1,511	+17%	+$67.7K	0.17%	62
2024 Q1	$406K	Buy	8,954 +675	+8%	+$30.6K	0.16%	70
2023 Q4	$381K	Buy	8,279 +205	+3%	+$9.05K	0.17%	66
2023 Q3	$352K	Buy	8,074 +570	+8%	+$25.5K	0.12%	67
2023 Q2	$341K	Sell	7,504 -2,795	-27%	-$128K	0.11%	67
2023 Q1	$474K	Sell	10,299 -2,041	-17%	-$93.6K	0.17%	57
2022 Q4	$556K	Buy	12,340 +3,853	+45%	+$173K	0.22%	46
2022 Q3	$377K	Buy	8,487 +2,097	+33%	+$98K	0.15%	61
2022 Q2	$297K	Sell	6,390 -5,890	-48%	-$281K	0.12%	69
2022 Q1	$611K	Buy	12,280 +1,080	+10%	+$55.2K	0.21%	49
2021 Q4	$594K	Buy	+11,200	New	+$594K	0.2%	51

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

Curtis Advisory Group's FBND Position: Q1 2026 in Review

Curtis Advisory Group increased its Fidelity Total Bond ETF (FBND) stake by 0.49% in Q1 2026, buying an estimated $5.67K and bringing the position to 25,343 shares worth $1.16M. The position accounts for 0.25% of the portfolio, ranked #60.

Curtis Advisory Group first reported a position in FBND in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q1 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Curtis Advisory Group held 25,343 shares of Fidelity Total Bond ETF worth $1.16M as of Q1 2026.
Curtis Advisory Group bought 123 Fidelity Total Bond ETF shares in Q1 2026, an estimated $5.67K.
Fidelity Total Bond ETF made up 0.25% of Curtis Advisory Group's portfolio in Q1 2026, its #60 holding.
Curtis Advisory Group first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 18 quarters since.
Curtis Advisory Group's Fidelity Total Bond ETF position peaked at $1.21M in Q1 2025.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.