Financial Gravity Asset Management’s Fidelity Total Bond ETF FBND Stock Holding History

Financial Gravity Asset 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 Q1	$1.41K	Hold	31	–	–	﹤0.01%	733
2025 Q4	$1.43K	Sell	31 -27	-47%	-$1.25K	﹤0.01%	618
2025 Q3	$2.68K	Buy	+58	New	+$2.66K	﹤0.01%	752
2025 Q1	$2.65K	Buy	+58	New	+$2.63K	﹤0.01%	786
2024 Q2	$144K	Sell	3,209 -514	-14%	-$23K	0.04%	151
2024 Q1	$171K	Hold	3,723	–	–	0.05%	137
2023 Q4	$171K	Buy	+3,723	New	+$164K	0.05%	136

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Gravity Asset Management's FBND Position: Q1 2026 in Review

Financial Gravity Asset Management held its Fidelity Total Bond ETF (FBND) position steady in Q1 2026 at 31 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Financial Gravity Asset Management first reported a position in FBND in Q4 2023 and has held it in 7 quarters since. The position peaked at $171K in Q1 2024. 755 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Financial Gravity Asset Management held 31 shares of Fidelity Total Bond ETF worth $1.41K as of Q1 2026.
Financial Gravity Asset Management left its Fidelity Total Bond ETF share count unchanged in Q1 2026.
Fidelity Total Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #733 holding.
Financial Gravity Asset Management first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's Fidelity Total Bond ETF position peaked at $171K in Q1 2024.
755 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.