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 Q2	$3.49M	Buy	76,650 +60,595	+377%	+$2.76M	0.11%	56
2026 Q1	$732K	Sell	16,055 -41,068	-72%	-$1.89M	0.03%	109
2025 Q4	$2.63M	Buy	57,123 +4,696	+9%	+$218K	0.09%	59
2025 Q3	$2.42M	Buy	52,427 +46,103	+729%	+$2.12M	0.09%	47
2025 Q2	$289K	Sell	6,324 -40,372	-86%	-$1.83M	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 $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

Gallagher Fiduciary Advisors's FBND Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Fidelity Total Bond ETF (FBND) stake by 377% in Q2 2026, buying an estimated $2.76M and bringing the position to 76,650 shares worth $3.49M. The position accounts for 0.11% of the portfolio, ranked #56.

Gallagher Fiduciary Advisors first reported a position in FBND in Q1 2025 and has held it in 6 quarters since. 794 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Gallagher Fiduciary Advisors held 76,650 shares of Fidelity Total Bond ETF worth $3.49M as of Q2 2026.
Gallagher Fiduciary Advisors bought 60,595 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.76M.
Fidelity Total Bond ETF made up 0.11% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #56 holding.
Gallagher Fiduciary Advisors first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 6 quarters since.
794 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.