Golden State Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Golden State Wealth Management’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	$2.66M	Sell	58,462 -289	-0.5%	-$13.2K	0.24%	96
2026 Q1	$2.68M	Sell	58,751 -4,633	-7%	-$214K	0.29%	72
2025 Q4	$2.92M	Buy	63,384 +38	+0.1%	+$1.76K	0.31%	65
2025 Q3	$2.93M	Sell	63,346 -2,711	-4%	-$124K	0.32%	59
2025 Q2	$3.02M	Buy	66,057 +17,815	+37%	+$806K	0.37%	49
2025 Q1	$2.2M	Buy	48,242 +47,785	+10,456%	+$2.16M	0.33%	65
2024 Q4	$20.5K	Buy	+457	New	+$20.9K	﹤0.01%	760

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

Golden State Wealth Management's FBND Position: Q2 2026 in Review

Golden State Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 0.49% in Q2 2026, selling an estimated $13.2K and leaving 58,462 shares worth $2.66M. The position accounts for 0.24% of the portfolio, ranked #96.

Golden State Wealth Management first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.02M in Q2 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Golden State Wealth Management held 58,462 shares of Fidelity Total Bond ETF worth $2.66M as of Q2 2026.
Golden State Wealth Management sold 289 Fidelity Total Bond ETF shares in Q2 2026, an estimated $13.2K.
Fidelity Total Bond ETF made up 0.24% of Golden State Wealth Management's portfolio in Q2 2026, its #96 holding.
Golden State Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Fidelity Total Bond ETF position peaked at $3.02M in Q2 2025.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.