Gould Asset Management’s Fidelity Total Bond ETF FBND Stock Holding History

Gould Asset 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 Q1	$445K	Sell	9,745 -2,500	-20%	-$115K	0.08%	117
2025 Q4	$564K	Buy	+12,245	New	+$568K	0.1%	97
2025 Q1	–	Sell	-11,160	Closed	-$501K	–	162
2024 Q4	$501K	Buy	+11,160	New	+$510K	0.11%	98
2023 Q1	–	Sell	-62,230	Closed	-$2.8M	–	156
2022 Q4	$2.8M	Buy	+62,230	New	+$2.79M	0.84%	23

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

Gould Asset Management's FBND Position: Q1 2026 in Review

Gould Asset Management reduced its Fidelity Total Bond ETF (FBND) stake by 20% in Q1 2026, selling an estimated $115K and leaving 9,745 shares worth $445K. The position accounts for 0.08% of the portfolio, ranked #117.

Gould Asset Management first reported a position in FBND in Q4 2022 and has held it in 4 quarters since. The position peaked at $2.8M in Q4 2022. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Gould Asset Management held 9,745 shares of Fidelity Total Bond ETF worth $445K as of Q1 2026.
Gould Asset Management sold 2,500 Fidelity Total Bond ETF shares in Q1 2026, an estimated $115K.
Fidelity Total Bond ETF made up 0.08% of Gould Asset Management's portfolio in Q1 2026, its #117 holding.
Gould Asset Management first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 4 quarters since.
Gould Asset Management's Fidelity Total Bond ETF position peaked at $2.8M in Q4 2022.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.