Gladstone Institutional Advisory’s Fidelity Total Bond ETF FBND Stock Holding History

Gladstone Institutional Advisory’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	$12.8M	Sell	280,428 -75,200	-21%	-$3.43M	0.4%	58
2026 Q1	$16.2M	Buy	355,628 +157,893	+80%	+$7.28M	0.6%	41
2025 Q4	$9.1M	Buy	197,735 +7,892	+4%	+$366K	0.34%	58
2025 Q3	$8.78M	Buy	189,843 +17,539	+10%	+$805K	0.34%	59
2025 Q2	$7.88M	Sell	172,304 -1,713	-1%	-$77.5K	0.33%	64
2025 Q1	$7.94M	Sell	174,017 -10,870	-6%	-$492K	0.37%	60
2024 Q4	$8.3M	Buy	184,887 +123,333	+200%	+$5.64M	0.38%	56
2024 Q3	$2.88M	Buy	61,554 +6,036	+11%	+$279K	0.14%	174
2024 Q2	$2.49M	Buy	55,518 +1,472	+3%	+$65.9K	0.13%	189
2024 Q1	$2.45M	Buy	54,046 +7,486	+16%	+$340K	0.13%	186
2023 Q4	$2.14M	Buy	46,560 +11,460	+33%	+$506K	0.12%	195
2023 Q3	$1.53M	Sell	35,100 -1,478	-4%	-$66.1K	0.1%	214
2023 Q2	$1.66M	Buy	36,578 +1,046	+3%	+$47.9K	0.1%	213
2023 Q1	$1.63M	Sell	35,532 -650	-2%	-$29.8K	0.11%	218
2022 Q4	$1.63M	Sell	36,182 -1,206	-3%	-$54.1K	0.12%	211
2022 Q3	$1.66M	Buy	37,388 +4,497	+14%	+$210K	0.13%	194
2022 Q2	$1.53M	Sell	32,891 -938	-3%	-$44.7K	0.12%	193
2022 Q1	$1.68M	Sell	33,829 -4,917	-13%	-$251K	0.11%	208
2021 Q4	$2.05M	Sell	38,746 -2,088	-5%	-$111K	0.16%	171
2021 Q3	$2.17M	Buy	40,834 +3,208	+9%	+$172K	0.21%	134
2021 Q2	$2.01M	Buy	37,626 +3,586	+11%	+$190K	0.24%	106
2021 Q1	$1.78M	Buy	34,040 +1,643	+5%	+$87.5K	0.28%	89
2020 Q4	$1.76M	Buy	32,397 +739	+2%	+$40.3K	0.35%	66
2020 Q3	$1.73M	Buy	31,658 +2,832	+10%	+$155K	0.41%	55
2020 Q2	$1.55M	Sell	28,826 -785	-3%	-$41.7K	0.4%	61
2020 Q1	$1.53M	Buy	29,611 +2,164	+8%	+$112K	0.4%	58
2019 Q4	$1.42M	Buy	27,447 +2,343	+9%	+$121K	0.35%	65
2019 Q3	$1.3M	Sell	25,104 -1,004	-4%	-$51.7K	0.33%	63
2019 Q2	$1.33M	Buy	+26,108	New	+$1.31M	0.41%	56

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

Gladstone Institutional Advisory's FBND Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Fidelity Total Bond ETF (FBND) stake by 21% in Q2 2026, selling an estimated $3.43M and leaving 280,428 shares worth $12.8M. The position accounts for 0.4% of the portfolio, ranked #58.

Gladstone Institutional Advisory first reported a position in FBND in Q2 2019 and has held it in 29 quarters since. The position peaked at $16.2M in Q1 2026. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Gladstone Institutional Advisory held 280,428 shares of Fidelity Total Bond ETF worth $12.8M as of Q2 2026.
Gladstone Institutional Advisory sold 75,200 Fidelity Total Bond ETF shares in Q2 2026, an estimated $3.43M.
Fidelity Total Bond ETF made up 0.4% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #58 holding.
Gladstone Institutional Advisory first reported a position in Fidelity Total Bond ETF in Q2 2019 and has held it in 29 quarters since.
Gladstone Institutional Advisory's Fidelity Total Bond ETF position peaked at $16.2M in Q1 2026.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.