Graney & King’s Fidelity Total Bond ETF FBND Stock Holding History

Graney & King’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	$14.4M	Buy	315,006 +13,601	+5%	+$627K	7.75%	3
2025 Q4	$13.9M	Buy	301,405 +76,112	+34%	+$3.53M	8.11%	3
2025 Q3	$10.4M	Buy	225,293 +175,124	+349%	+$8.04M	7.21%	3
2025 Q2	$2.3M	Buy	50,169 +3,402	+7%	+$154K	1.54%	14
2025 Q1	$2.13M	Buy	46,767 +5,272	+13%	+$239K	1.59%	14
2024 Q4	$1.86M	Buy	+41,495	New	+$1.9M	1.41%	15

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

Graney & King's FBND Position: Q1 2026 in Review

Graney & King increased its Fidelity Total Bond ETF (FBND) stake by 4.5% in Q1 2026, buying an estimated $627K and bringing the position to 315,006 shares worth $14.4M. The position accounts for 7.75% of the portfolio, ranked #3.

Graney & King first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Graney & King held 315,006 shares of Fidelity Total Bond ETF worth $14.4M as of Q1 2026.
Graney & King bought 13,601 Fidelity Total Bond ETF shares in Q1 2026, an estimated $627K.
Fidelity Total Bond ETF made up 7.75% of Graney & King's portfolio in Q1 2026, its #3 holding.
Graney & King first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.