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 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 $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

Gladstone Institutional Advisory's FBND Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Fidelity Total Bond ETF (FBND) stake by 80% in Q1 2026, buying an estimated $7.28M and bringing the position to 355,628 shares worth $16.2M. The position accounts for 0.6% of the portfolio, ranked #41.

Gladstone Institutional Advisory first reported a position in FBND in Q2 2019 and has held it in 28 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Gladstone Institutional Advisory held 355,628 shares of Fidelity Total Bond ETF worth $16.2M as of Q1 2026.
Gladstone Institutional Advisory bought 157,893 Fidelity Total Bond ETF shares in Q1 2026, an estimated $7.28M.
Fidelity Total Bond ETF made up 0.6% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #41 holding.
Gladstone Institutional Advisory first reported a position in Fidelity Total Bond ETF in Q2 2019 and has held it in 28 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.