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 Q2	$5.02M	Buy	110,309 +11,790	+12%	+$538K	1.09%	22
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 $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

Investment Advisory Group's FBND Position: Q2 2026 in Review

Investment Advisory Group increased its Fidelity Total Bond ETF (FBND) stake by 12% in Q2 2026, buying an estimated $538K and bringing the position to 110,309 shares worth $5.02M. The position accounts for 1.09% of the portfolio, ranked #22.

Investment Advisory Group first reported a position in FBND in Q3 2023 and has held it in 12 quarters since. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Investment Advisory Group held 110,309 shares of Fidelity Total Bond ETF worth $5.02M as of Q2 2026.
Investment Advisory Group bought 11,790 Fidelity Total Bond ETF shares in Q2 2026, an estimated $538K.
Fidelity Total Bond ETF made up 1.09% of Investment Advisory Group's portfolio in Q2 2026, its #22 holding.
Investment Advisory Group first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 12 quarters since.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.