Kestra Investment Management’s Fidelity Total Bond ETF FBND Stock Holding History

Kestra Investment Management’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	$1.18M	Sell	25,988 -9,997	-28%	-$456K	0.02%	205
2026 Q1	$1.64M	Sell	35,985 -124,743	-78%	-$5.75M	0.03%	156
2025 Q4	$7.4M	Buy	160,728 +20,490	+15%	+$951K	0.18%	64
2025 Q3	$6.51M	Sell	140,238 -283,272	-67%	-$13M	0.17%	61
2025 Q2	$19.4M	Buy	423,510 +24,489	+6%	+$1.11M	0.59%	39
2025 Q1	$18.2M	Sell	399,021 -67,712	-15%	-$3.07M	0.57%	38
2024 Q4	$20.9M	Buy	466,733 +11,913	+3%	+$544K	0.82%	33
2024 Q3	$21.3M	Buy	454,820 +18,709	+4%	+$865K	0.91%	32
2024 Q2	$19.6M	Buy	+436,111	New	+$19.5M	1.33%	22

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

Kestra Investment Management's FBND Position: Q2 2026 in Review

Kestra Investment Management reduced its Fidelity Total Bond ETF (FBND) stake by 28% in Q2 2026, selling an estimated $456K and leaving 25,988 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #205.

Kestra Investment Management first reported a position in FBND in Q2 2024 and has held it in 9 quarters since. The position peaked at $21.3M in Q3 2024. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Kestra Investment Management held 25,988 shares of Fidelity Total Bond ETF worth $1.18M as of Q2 2026.
Kestra Investment Management sold 9,997 Fidelity Total Bond ETF shares in Q2 2026, an estimated $456K.
Fidelity Total Bond ETF made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #205 holding.
Kestra Investment Management first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 9 quarters since.
Kestra Investment Management's Fidelity Total Bond ETF position peaked at $21.3M in Q3 2024.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.