Guardian Wealth Advisors (North Carolina)’s Fidelity Total Bond ETF FBND Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$2.82M	Buy	61,750 +7,800	+14%	+$360K	0.18%	84
2025 Q4	$2.48M	Buy	53,950 +3,875	+8%	+$180K	0.15%	87
2025 Q3	$2.32M	Sell	50,075 -381	-0.8%	-$17.5K	0.15%	90
2025 Q2	$2.31M	Sell	50,456 -6,411	-11%	-$290K	0.16%	87
2025 Q1	$2.6M	Buy	56,867 +4,947	+10%	+$224K	0.21%	73
2024 Q4	$2.33M	Buy	+51,920	New	+$2.37M	0.18%	78

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

Guardian Wealth Advisors (North Carolina)'s FBND Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Fidelity Total Bond ETF (FBND) stake by 14% in Q1 2026, buying an estimated $360K and bringing the position to 61,750 shares worth $2.82M. The position accounts for 0.18% of the portfolio, ranked #84.

Guardian Wealth Advisors (North Carolina) 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.

Guardian Wealth Advisors (North Carolina) held 61,750 shares of Fidelity Total Bond ETF worth $2.82M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) bought 7,800 Fidelity Total Bond ETF shares in Q1 2026, an estimated $360K.
Fidelity Total Bond ETF made up 0.18% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #84 holding.
Guardian Wealth Advisors (North Carolina) 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.