Investment Advisory Group’s Fidelity Total Bond ETF FBND Stock Holding History

Investment Advisory Group’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	$4.49M	Buy	98,519 +27,334	+38%	+$1.26M	1.14%	22
2025 Q4	$3.28M	Buy	71,185 +303	+0.4%	+$14.1K	0.84%	30
2025 Q3	$3.28M	Buy	70,882 +1,036	+1%	+$47.6K	0.89%	28
2025 Q2	$3.2M	Buy	69,846 +26	+0%	+$1.18K	0.97%	26
2025 Q1	$3.19M	Sell	69,820 -2,812	-4%	-$127K	1.07%	25
2024 Q4	$3.26M	Buy	72,632 +12,654	+21%	+$578K	1.09%	25
2024 Q3	$2.8M	Buy	59,978 +31,282	+109%	+$1.45M	0.97%	26
2024 Q2	$1.29M	Buy	28,696 +8,460	+42%	+$379K	0.5%	48
2024 Q1	$917K	Buy	20,236 +6,510	+47%	+$295K	0.38%	55
2023 Q4	$632K	Buy	13,726 +8,731	+175%	+$385K	0.29%	66
2023 Q3	$218K	Buy	+4,995	New	+$223K	0.11%	129

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

Investment Advisory Group's FBND Position: Q1 2026 in Review

Investment Advisory Group increased its Fidelity Total Bond ETF (FBND) stake by 38% in Q1 2026, buying an estimated $1.26M and bringing the position to 98,519 shares worth $4.49M. The position accounts for 1.14% of the portfolio, ranked #22.

Investment Advisory Group first reported a position in FBND in Q3 2023 and has held it in 11 quarters since. 752 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Investment Advisory Group held 98,519 shares of Fidelity Total Bond ETF worth $4.49M as of Q1 2026.
Investment Advisory Group bought 27,334 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.26M.
Fidelity Total Bond ETF made up 1.14% of Investment Advisory Group's portfolio in Q1 2026, its #22 holding.
Investment Advisory Group first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 11 quarters since.
752 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.