Financial Freedom LLC’s Fidelity Total Bond ETF FBND Stock Holding History

Financial Freedom LLC’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	$1.5M	Sell	33,051 -602	-2%	-$27.5K	0.69%	37
2026 Q1	$1.54M	Buy	33,653 +5,690	+20%	+$262K	0.76%	34
2025 Q4	$1.29M	Buy	27,963 +17,461	+166%	+$810K	0.64%	39
2025 Q3	$486K	Buy	10,502 +8,500	+425%	+$390K	0.24%	67
2025 Q2	$91.5K	Sell	2,002 -115	-5%	-$5.21K	0.05%	139
2025 Q1	$96.6K	Sell	2,117 -335	-14%	-$15.2K	0.06%	133
2024 Q4	$110K	Sell	2,452 -427	-15%	-$19.5K	0.06%	125
2024 Q3	$135K	Buy	2,879 +21	+0.7%	+$971	0.07%	121
2024 Q2	$128K	Buy	2,858 +20	+0.7%	+$896	0.07%	121
2024 Q1	$129K	Buy	2,838 +20	+0.7%	+$908	0.08%	121
2023 Q4	$130K	Sell	2,818 -200	-7%	-$8.83K	0.08%	116
2023 Q3	$131K	Buy	+3,018	New	+$135K	0.09%	113

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

Financial Freedom LLC's FBND Position: Q2 2026 in Review

Financial Freedom LLC reduced its Fidelity Total Bond ETF (FBND) stake by 1.8% in Q2 2026, selling an estimated $27.5K and leaving 33,051 shares worth $1.5M. The position accounts for 0.69% of the portfolio, ranked #37.

Financial Freedom LLC first reported a position in FBND in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.54M in Q1 2026. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Financial Freedom LLC held 33,051 shares of Fidelity Total Bond ETF worth $1.5M as of Q2 2026.
Financial Freedom LLC sold 602 Fidelity Total Bond ETF shares in Q2 2026, an estimated $27.5K.
Fidelity Total Bond ETF made up 0.69% of Financial Freedom LLC's portfolio in Q2 2026, its #37 holding.
Financial Freedom LLC first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 12 quarters since.
Financial Freedom LLC's Fidelity Total Bond ETF position peaked at $1.54M in Q1 2026.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.