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 Q2	$443K	Hold	9,745	–	–	0.07%	124
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 $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

Gould Asset Management's FBND Position: Q2 2026 in Review

Gould Asset Management held its Fidelity Total Bond ETF (FBND) position steady in Q2 2026 at 9,745 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #124.

Gould Asset Management first reported a position in FBND in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.8M in Q4 2022. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Gould Asset Management held 9,745 shares of Fidelity Total Bond ETF worth $443K as of Q2 2026.
Gould Asset Management left its Fidelity Total Bond ETF share count unchanged in Q2 2026.
Fidelity Total Bond ETF made up 0.07% of Gould Asset Management's portfolio in Q2 2026, its #124 holding.
Gould Asset Management first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 5 quarters since.
Gould Asset Management's Fidelity Total Bond ETF position peaked at $2.8M in Q4 2022.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.