Goldstone Financial Group’s Fidelity Total Bond ETF FBND Stock Holding History

Goldstone Financial Group’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	$14.9M	Buy	327,345 +50,642	+18%	+$2.34M	1.62%	14
2025 Q4	$12.7M	Buy	276,703 +13,222	+5%	+$614K	1.42%	21
2025 Q3	$12.2M	Buy	263,481 +23,415	+10%	+$1.08M	1.44%	20
2025 Q2	$11M	Sell	240,066 -44,597	-16%	-$2.02M	1.45%	21
2025 Q1	$13M	Buy	284,663 +13,677	+5%	+$619K	1.97%	10
2024 Q4	$12.2M	Buy	270,986 +11,707	+5%	+$535K	1.91%	13
2024 Q3	$12.1M	Buy	259,279 +70,563	+37%	+$3.26M	2.11%	10
2024 Q2	$8.48M	Sell	188,716 -36,810	-16%	-$1.65M	1.7%	16
2024 Q1	$10.2M	Buy	225,526 +17,498	+8%	+$794K	2.34%	10
2023 Q4	$9.58M	Buy	+208,028	New	+$9.18M	2.47%	10

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

Goldstone Financial Group's FBND Position: Q1 2026 in Review

Goldstone Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 18% in Q1 2026, buying an estimated $2.34M and bringing the position to 327,345 shares worth $14.9M. The position accounts for 1.62% of the portfolio, ranked #14.

Goldstone Financial Group first reported a position in FBND in Q4 2023 and has held it in 10 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Goldstone Financial Group held 327,345 shares of Fidelity Total Bond ETF worth $14.9M as of Q1 2026.
Goldstone Financial Group bought 50,642 Fidelity Total Bond ETF shares in Q1 2026, an estimated $2.34M.
Fidelity Total Bond ETF made up 1.62% of Goldstone Financial Group's portfolio in Q1 2026, its #14 holding.
Goldstone Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 10 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.