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

Kestra Private Wealth 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	$29.9M	Buy	656,664 +74,894	+13%	+$3.42M	0.33%	60
2026 Q1	$26.5M	Sell	581,770 -30,922	-5%	-$1.43M	0.33%	60
2025 Q4	$28.2M	Buy	612,692 +114,355	+23%	+$5.31M	0.35%	51
2025 Q3	$23M	Buy	498,337 +37,372	+8%	+$1.72M	0.3%	65
2025 Q2	$21.1M	Buy	460,965 +43,897	+11%	+$1.99M	0.3%	64
2025 Q1	$19M	Buy	417,068 +34,692	+9%	+$1.57M	0.32%	67
2024 Q4	$17.2M	Buy	382,376 +32,664	+9%	+$1.49M	0.29%	67
2024 Q3	$16.3M	Buy	349,712 +205,684	+143%	+$9.51M	0.3%	67
2024 Q2	$6.47M	Buy	144,028 +42,765	+42%	+$1.92M	0.13%	177
2024 Q1	$4.59M	Buy	101,263 +25,005	+33%	+$1.13M	0.1%	214
2023 Q4	$3.51M	Buy	76,258 +39,898	+110%	+$1.76M	0.09%	242
2023 Q3	$1.58M	Buy	+36,360	New	+$1.63M	0.05%	355
2021 Q2	–	Sell	-6,372	Closed	-$334K	–	893
2021 Q1	$334K	Buy	+6,372	New	+$340K	0.02%	570

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 Private Wealth Services's FBND Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Fidelity Total Bond ETF (FBND) stake by 13% in Q2 2026, buying an estimated $3.42M and bringing the position to 656,664 shares worth $29.9M. The position accounts for 0.33% of the portfolio, ranked #60.

Kestra Private Wealth Services first reported a position in FBND in Q1 2021 and has held it in 13 quarters since. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Kestra Private Wealth Services held 656,664 shares of Fidelity Total Bond ETF worth $29.9M as of Q2 2026.
Kestra Private Wealth Services bought 74,894 Fidelity Total Bond ETF shares in Q2 2026, an estimated $3.42M.
Fidelity Total Bond ETF made up 0.33% of Kestra Private Wealth Services's portfolio in Q2 2026, its #60 holding.
Kestra Private Wealth Services first reported a position in Fidelity Total Bond ETF in Q1 2021 and has held it in 13 quarters since.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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