FGC
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Financial Gravity Companies’s Fidelity Total Bond ETF FBND Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$2.65K Buy
+58
New +$2.63K ﹤0.01% 739
2024
Q4 		$2.6K Hold
58
– – ﹤0.01% 736
2024
Q3 		$2.71K Buy
+58
New +$2.68K ﹤0.01% 471

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Gravity Companies's FBND Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2025: 58 shares worth $2.65K. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FBND as recently as Q4 2024.

Financial Gravity Companies first reported a position in FBND in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.71K in Q3 2024. 623 funds tracked by Wall St. Rank hold FBND as of Q2 2025.

  • Financial Gravity Companies held 58 shares of Fidelity Total Bond ETF worth $2.65K as of Q2 2025.
  • Fidelity Total Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • Fidelity Total Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #739 holding.
  • Financial Gravity Companies first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Fidelity Total Bond ETF position peaked at $2.71K in Q3 2024.
  • 623 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.