GHP Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

GHP Investment 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	$25.1K	Buy	552 +6	+1%	+$274	﹤0.01%	665
2026 Q1	$24.9K	Buy	+546	New	+$25.2K	﹤0.01%	661
2023 Q4	–	Sell	-40	Closed	-$1.74K	–	882
2023 Q3	$1.74K	Hold	40	–	–	﹤0.01%	853
2023 Q2	$1.79K	Buy	+40	New	+$1.83K	﹤0.01%	836

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

GHP Investment Advisors's FBND Position: Q2 2026 in Review

GHP Investment Advisors increased its Fidelity Total Bond ETF (FBND) stake by 1.1% in Q2 2026, buying an estimated $274 and bringing the position to 552 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

GHP Investment Advisors first reported a position in FBND in Q2 2023 and has held it in 4 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

GHP Investment Advisors held 552 shares of Fidelity Total Bond ETF worth $25.1K as of Q2 2026.
GHP Investment Advisors bought 6 Fidelity Total Bond ETF shares in Q2 2026, an estimated $274.
Fidelity Total Bond ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #665 holding.
GHP Investment Advisors first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 4 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.