IFG Advisory’s Fidelity Total Bond ETF FBND Stock Holding History

IFG Advisory’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	–	Sell	-129,434	Closed	-$5.96M	–	491
2025 Q4	$5.96M	Buy	129,434 +9,053	+8%	+$420K	0.26%	103
2025 Q3	$5.57M	Buy	120,381 +86,257	+253%	+$3.96M	0.25%	107
2025 Q2	$1.56M	Buy	34,124 +6,550	+24%	+$296K	0.08%	267
2025 Q1	$1.26M	Buy	27,574 +11,127	+68%	+$504K	0.07%	282
2024 Q4	$738K	Buy	+16,447	New	+$752K	0.04%	338
2024 Q3	–	Sell	-7,123	Closed	-$320K	–	455
2024 Q2	$320K	Buy	+7,123	New	+$319K	0.02%	499
2024 Q1	–	Sell	-7,807	Closed	-$359K	–	432
2023 Q4	$359K	Buy	7,807 +78	+1%	+$3.44K	0.03%	436
2023 Q3	$337K	Buy	+7,729	New	+$346K	0.03%	418
2023 Q2	–	Sell	-7,582	Closed	-$349K	–	370
2023 Q1	$349K	Buy	+7,582	New	+$348K	0.03%	383

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

IFG Advisory's FBND Position: Q1 2026 in Review

IFG Advisory sold out of Fidelity Total Bond ETF (FBND) in Q1 2026, closing a stake of 129,434 shares — an estimated $5.96M sold.

IFG Advisory first reported a position in FBND in Q1 2023 and held it in 9 quarters. The position peaked at $5.96M in Q4 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

IFG Advisory reported no remaining Fidelity Total Bond ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 129,434 Fidelity Total Bond ETF shares in Q1 2026, an estimated $5.96M.
IFG Advisory first reported a position in Fidelity Total Bond ETF in Q1 2023 and held it in 9 quarters.
IFG Advisory's Fidelity Total Bond ETF position peaked at $5.96M in Q4 2025.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.