Greykasell Wealth Strategies’s Fidelity Total Bond ETF FBND Stock Holding History

Greykasell Wealth Strategies’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	$8.56M	Buy	188,259 +10,560	+6%	+$482K	3.11%	6
2026 Q1	$8.11M	Buy	177,699 +2,884	+2%	+$133K	3.27%	6
2025 Q4	$8.05M	Buy	174,815 +6,909	+4%	+$321K	3.18%	6
2025 Q3	$7.76M	Buy	167,906 +2,780	+2%	+$128K	3.27%	5
2025 Q2	$7.55M	Buy	165,126 +40,267	+32%	+$1.82M	3.62%	4
2025 Q1	$5.7M	Buy	124,859 +51,465	+70%	+$2.33M	3.04%	6
2024 Q4	$3.29M	Buy	+73,394	New	+$3.35M	1.83%	14

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

Greykasell Wealth Strategies's FBND Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its Fidelity Total Bond ETF (FBND) stake by 5.9% in Q2 2026, buying an estimated $482K and bringing the position to 188,259 shares worth $8.56M. The position accounts for 3.11% of the portfolio, ranked #6.

Greykasell Wealth Strategies first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Greykasell Wealth Strategies held 188,259 shares of Fidelity Total Bond ETF worth $8.56M as of Q2 2026.
Greykasell Wealth Strategies bought 10,560 Fidelity Total Bond ETF shares in Q2 2026, an estimated $482K.
Fidelity Total Bond ETF made up 3.11% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #6 holding.
Greykasell Wealth Strategies first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.