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 Q2	$18.6M	Buy	409,076 +81,731	+25%	+$3.73M	1.7%	17
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 $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

Goldstone Financial Group's FBND Position: Q2 2026 in Review

Goldstone Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 25% in Q2 2026, buying an estimated $3.73M and bringing the position to 409,076 shares worth $18.6M. The position accounts for 1.7% of the portfolio, ranked #17.

Goldstone Financial Group first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Goldstone Financial Group held 409,076 shares of Fidelity Total Bond ETF worth $18.6M as of Q2 2026.
Goldstone Financial Group bought 81,731 Fidelity Total Bond ETF shares in Q2 2026, an estimated $3.73M.
Fidelity Total Bond ETF made up 1.7% of Goldstone Financial Group's portfolio in Q2 2026, its #17 holding.
Goldstone Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.