Gallagher Fiduciary Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Gallagher Fiduciary Advisors’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	$732K	Buy	2,031,399 +1,974,276	+3,456%	+$91M	0.03%	109
2025 Q4	$2.63M	Buy	57,123 +4,696	+9%	+$218K	0.09%	59
2025 Q3	$2.42M	Sell	52,427 -1,965,266	-97%	-$90.2M	0.09%	47
2025 Q2	$289K	Buy	2,017,693 +1,970,997	+4,221%	+$89.2M	0.01%	259
2025 Q1	$2.13M	Buy	+46,696	New	+$2.11M	0.07%	58

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Gallagher Fiduciary Advisors's FBND Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its Fidelity Total Bond ETF (FBND) stake by 3,456% in Q1 2026, buying an estimated $91M and bringing the position to 2,031,399 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #109.

Gallagher Fiduciary Advisors first reported a position in FBND in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.63M in Q4 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Gallagher Fiduciary Advisors held 2,031,399 shares of Fidelity Total Bond ETF worth $732K as of Q1 2026.
Gallagher Fiduciary Advisors bought 1,974,276 Fidelity Total Bond ETF shares in Q1 2026, an estimated $91M.
Fidelity Total Bond ETF made up 0.03% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #109 holding.
Gallagher Fiduciary Advisors first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 5 quarters since.
Gallagher Fiduciary Advisors's Fidelity Total Bond ETF position peaked at $2.63M in Q4 2025.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.