Galvin Gaustad & Stein’s Fidelity Total Bond ETF FBND Stock Holding History

Galvin Gaustad & Stein’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	$2.19M	Buy	47,969 +1,227	+3%	+$56.6K	0.18%	87
2025 Q4	$2.15M	Sell	46,742 -329	-0.7%	-$15.3K	0.17%	88
2025 Q3	$2.18M	Buy	47,071 +9,435	+25%	+$433K	0.18%	78
2025 Q2	$1.72M	Buy	37,636 +3,671	+11%	+$166K	0.15%	84
2025 Q1	$1.55M	Sell	33,965 -14,514	-30%	-$657K	0.14%	81
2024 Q4	$2.18M	Buy	48,479 +386	+0.8%	+$17.6K	0.19%	72
2024 Q3	$2.25M	Buy	48,093 +5,887	+14%	+$272K	0.2%	69
2024 Q2	$1.9M	Buy	42,206 +1,402	+3%	+$62.8K	0.18%	71
2024 Q1	$1.85M	Buy	+40,804	New	+$1.85M	0.17%	72

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

Galvin Gaustad & Stein's FBND Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its Fidelity Total Bond ETF (FBND) stake by 2.6% in Q1 2026, buying an estimated $56.6K and bringing the position to 47,969 shares worth $2.19M. The position accounts for 0.18% of the portfolio, ranked #87.

Galvin Gaustad & Stein first reported a position in FBND in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.25M in Q3 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Galvin Gaustad & Stein held 47,969 shares of Fidelity Total Bond ETF worth $2.19M as of Q1 2026.
Galvin Gaustad & Stein bought 1,227 Fidelity Total Bond ETF shares in Q1 2026, an estimated $56.6K.
Fidelity Total Bond ETF made up 0.18% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #87 holding.
Galvin Gaustad & Stein first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 9 quarters since.
Galvin Gaustad & Stein's Fidelity Total Bond ETF position peaked at $2.25M in Q3 2024.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.