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Kestra Advisory Services’s Fidelity Total Bond ETF FBND Stock Holding History

Kestra Advisory Services’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 		$182M Buy
3,994,283
+27,759
+0.7% +$1.27M 0.59% 23
2026
Q1 		$181M Buy
3,966,524
+292,103
+8% +$13.5M 0.68% 20
2025
Q4 		$169M Buy
3,674,421
+421,315
+13% +$19.6M 0.7% 19
2025
Q3 		$150M Sell
3,253,106
-116,484
-3% -$5.35M 0.69% 18
2025
Q2 		$154M Buy
3,369,590
+66,514
+2% +$3.01M 0.75% 17
2025
Q1 		$151M Buy
3,303,076
+230,180
+7% +$10.4M 0.73% 13
2024
Q4 		$139M Buy
3,072,896
+203,399
+7% +$9.29M 0.76% 16
2024
Q3 		$134M Buy
2,869,497
+428,869
+18% +$19.8M 0.74% 18
2024
Q2 		$106M Buy
2,440,628
+1,101,954
+82% +$49.4M 0.6% 22
2024
Q1 		$60.7M Buy
1,338,674
+303,910
+29% +$13.8M 0.41% 34
2023
Q4 		$47.6M Buy
1,034,764
+302,577
+41% +$13.4M 0.39% 38
2023
Q3 		$31.9M Buy
732,187
+42,080
+6% +$1.88M 0.31% 56
2023
Q2 		$31.3M Buy
690,107
+122,395
+22% +$5.6M 0.31% 59
2023
Q1 		$26.1M Buy
567,712
+380,719
+204% +$17.5M 0.28% 66
2022
Q4 		$8.42M Buy
186,993
+22,172
+13% +$994K 0.07% 287
2022
Q3 		$7.32M Buy
164,821
+1,383
+0.8% +$64.6K 0.08% 271
2022
Q2 		$7.61M Sell
163,438
-17,637
-10% -$840K 0.08% 265
2022
Q1 		$9.01M Sell
181,075
-155,992
-46% -$7.97M 0.09% 242
2021
Q4 		$17.9M Buy
337,067
+9,215
+3% +$489K 0.18% 126
2021
Q3 		$17.4M Buy
327,852
+6,437
+2% +$345K 0.17% 135
2021
Q2 		$17.1M Buy
321,415
+2,799
+0.9% +$148K 0.19% 127
2021
Q1 		$16.7M Buy
318,616
+45,937
+17% +$2.45M 0.21% 112
2020
Q4 		$14.8M Buy
272,679
+65,566
+32% +$3.58M 0.17% 134
2020
Q3 		$11.3M Buy
+207,113
New +$11.4M 0.21% 126

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kestra Advisory Services's FBND Position: Q2 2026 in Review

Kestra Advisory Services increased its Fidelity Total Bond ETF (FBND) stake by 0.7% in Q2 2026, buying an estimated $1.27M and bringing the position to 3,994,283 shares worth $182M. The position accounts for 0.59% of the portfolio, ranked #23.

Kestra Advisory Services first reported a position in FBND in Q3 2020 and has held it in 24 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Kestra Advisory Services held 3,994,283 shares of Fidelity Total Bond ETF worth $182M as of Q2 2026.
  • Kestra Advisory Services bought 27,759 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.27M.
  • Fidelity Total Bond ETF made up 0.59% of Kestra Advisory Services's portfolio in Q2 2026, its #23 holding.
  • Kestra Advisory Services first reported a position in Fidelity Total Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.