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Golden State Equity Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Golden State Equity Partners’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 		– Sell
-109,674
Closed -$5M – 810
2026
Q1 		$5M Buy
109,674
+42,687
+64% +$1.97M 0.38% 47
2025
Q4 		$3.08M Sell
66,987
-29,206
-30% -$1.36M 0.5% 34
2025
Q3 		$4.45M Buy
96,193
+10,901
+13% +$501K 0.75% 22
2025
Q2 		$3.9M Sell
85,292
-7,444
-8% -$337K 0.72% 23
2025
Q1 		$4.23M Buy
+92,736
New +$4.2M 0.84% 17

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CTB
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QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Golden State Equity Partners's FBND Position: Q2 2026 in Review

Golden State Equity Partners sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 109,674 shares — an estimated $5M sold.

Golden State Equity Partners first reported a position in FBND in Q1 2025 and held it in 5 quarters. The position peaked at $5M in Q1 2026. 459 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Golden State Equity Partners reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 109,674 Fidelity Total Bond ETF shares in Q2 2026, an estimated $5M.
  • Golden State Equity Partners first reported a position in Fidelity Total Bond ETF in Q1 2025 and held it in 5 quarters.
  • Golden State Equity Partners's Fidelity Total Bond ETF position peaked at $5M in Q1 2026.
  • 459 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.