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

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

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. 792 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.
792 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.