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
2026
Q2 		$1.41K Buy
+31
New +$1.41K ﹤0.01% 790
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 $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Gravity Companies's FBND Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2026: 31 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #790 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FBND as recently as Q2 2025.

Financial Gravity Companies first reported a position in FBND in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.71K in Q3 2024. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Financial Gravity Companies held 31 shares of Fidelity Total Bond ETF worth $1.41K as of Q2 2026.
  • Fidelity Total Bond ETF was a new Financial Gravity Companies position in Q2 2026.
  • Fidelity Total Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #790 holding.
  • Financial Gravity Companies first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's Fidelity Total Bond ETF position peaked at $2.71K in Q3 2024.
  • 792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.