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

Glass Jacobson 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 		$146K Buy
3,217
+1
+0% +$46 0.05% 221
2026
Q1 		$147K Sell
3,216
-435
-12% -$20.1K 0.05% 219
2025
Q4 		$168K Buy
3,651
+11
+0.3% +$510 0.06% 199
2025
Q3 		$168K Buy
3,640
+897
+33% +$41.2K 0.06% 201
2025
Q2 		$125K Sell
2,743
-1,206
-31% -$54.6K 0.05% 211
2025
Q1 		$177K Hold
3,949
– – 0.06% 244
2024
Q4 		$177K Buy
3,949
+75
+2% +$3.43K 0.06% 244
2024
Q3 		$181K Hold
3,874
– – 0.06% 232
2024
Q2 		$174K Sell
3,874
-1,105
-22% -$49.5K 0.06% 225
2024
Q1 		$226K Hold
4,979
– – 0.08% 202
2023
Q4 		$229K Sell
4,979
-1,486
-23% -$65.6K 0.09% 183
2023
Q3 		$282K Buy
6,465
+14
+0.2% +$626 0.13% 169
2023
Q2 		$293K Buy
+6,451
New +$295K 0.13% 167
2022
Q4 		$255K Buy
+5,658
New +$254K 0.13% 180

Other funds holding FBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Glass Jacobson Investment Advisors's FBND Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Fidelity Total Bond ETF (FBND) stake by 0.03% in Q2 2026, buying an estimated $46 and bringing the position to 3,217 shares worth $146K. The position accounts for 0.05% of the portfolio, ranked #221.

Glass Jacobson Investment Advisors first reported a position in FBND in Q4 2022 and has held it in 14 quarters since. The position peaked at $293K in Q2 2023. 625 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Glass Jacobson Investment Advisors held 3,217 shares of Fidelity Total Bond ETF worth $146K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 1 Fidelity Total Bond ETF share in Q2 2026, an estimated $46.
  • Fidelity Total Bond ETF made up 0.05% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #221 holding.
  • Glass Jacobson Investment Advisors first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Fidelity Total Bond ETF position peaked at $293K in Q2 2023.
  • 625 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.