First Heartland Consultants’s Fidelity Total Bond ETF FBND Stock Holding History

First Heartland Consultants’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	$584K	Sell	12,846 -3,772	-23%	-$172K	0.04%	297
2026 Q1	$758K	Sell	16,618 -253,107	-94%	-$11.7M	0.06%	221
2025 Q4	$12.4M	Buy	269,725 +16,028	+6%	+$744K	0.94%	28
2025 Q3	$11.7M	Buy	+253,697	New	+$11.6M	0.95%	25
2023 Q3	–	Sell	-99,238	Closed	-$4.51M	–	385
2023 Q2	$4.51M	Sell	99,238 -7,772	-7%	-$356K	0.58%	45
2023 Q1	$4.92M	Buy	107,010 +24,808	+30%	+$1.14M	0.74%	29
2022 Q4	$3.7M	Buy	+82,202	New	+$3.69M	0.6%	43

Other funds holding FBND

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

First Heartland Consultants's FBND Position: Q2 2026 in Review

First Heartland Consultants reduced its Fidelity Total Bond ETF (FBND) stake by 23% in Q2 2026, selling an estimated $172K and leaving 12,846 shares worth $584K. The position accounts for 0.04% of the portfolio, ranked #297.

First Heartland Consultants first reported a position in FBND in Q4 2022 and has held it in 7 quarters since. The position peaked at $12.4M in Q4 2025. 276 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

First Heartland Consultants held 12,846 shares of Fidelity Total Bond ETF worth $584K as of Q2 2026.
First Heartland Consultants sold 3,772 Fidelity Total Bond ETF shares in Q2 2026, an estimated $172K.
Fidelity Total Bond ETF made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #297 holding.
First Heartland Consultants first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 7 quarters since.
First Heartland Consultants's Fidelity Total Bond ETF position peaked at $12.4M in Q4 2025.
276 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.