Keel Point’s Fidelity Total Bond ETF FBND Stock Holding History

Keel Point’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	$506K	Sell	11,126 -1,237	-10%	-$56.4K	0.03%	283
2026 Q1	$564K	Buy	12,363 +6,314	+104%	+$291K	0.04%	257
2025 Q4	$279K	Sell	6,049 -27	-0.4%	-$1.25K	0.02%	430
2025 Q3	$281K	Sell	6,076 -476	-7%	-$21.9K	0.02%	423
2025 Q2	$300K	Sell	6,552 -1,022	-13%	-$46.3K	0.02%	397
2025 Q1	$346K	Sell	7,574 -862	-10%	-$39K	0.03%	325
2024 Q4	$379K	Buy	8,436 +2,332	+38%	+$107K	0.03%	283
2024 Q3	$285K	Buy	6,104 +1,143	+23%	+$52.8K	0.02%	335
2024 Q2	$230K	Sell	4,961 -3,578	-42%	-$160K	0.02%	384
2024 Q1	$387K	Buy	+8,539	New	+$387K	0.04%	247
2023 Q4	–	Sell	-11,414	Closed	-$497K	–	355
2023 Q3	$497K	Buy	11,414 +1,478	+15%	+$66.1K	0.07%	162
2023 Q2	$451K	Sell	9,936 -674	-6%	-$30.8K	0.06%	176
2023 Q1	$488K	Buy	10,610 +238	+2%	+$10.9K	0.07%	164
2022 Q4	$467K	Buy	+10,372	New	+$465K	0.07%	172

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

Keel Point's FBND Position: Q2 2026 in Review

Keel Point reduced its Fidelity Total Bond ETF (FBND) stake by 10% in Q2 2026, selling an estimated $56.4K and leaving 11,126 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #283.

Keel Point first reported a position in FBND in Q4 2022 and has held it in 14 quarters since. The position peaked at $564K in Q1 2026. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Keel Point held 11,126 shares of Fidelity Total Bond ETF worth $506K as of Q2 2026.
Keel Point sold 1,237 Fidelity Total Bond ETF shares in Q2 2026, an estimated $56.4K.
Fidelity Total Bond ETF made up 0.03% of Keel Point's portfolio in Q2 2026, its #283 holding.
Keel Point first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 14 quarters since.
Keel Point's Fidelity Total Bond ETF position peaked at $564K in Q1 2026.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.