Keystone Financial Group (Kentucky)’s Fidelity Total Bond ETF FBND Stock Holding History

Keystone Financial Group (Kentucky)’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	$567K	Sell	12,454 -72	-0.6%	-$3.28K	0.03%	305
2026 Q1	$571K	Buy	12,526 +678	+6%	+$31.3K	0.04%	273
2025 Q4	$545K	Buy	11,848 +1,531	+15%	+$71K	0.04%	244
2025 Q3	$477K	Buy	10,317 +315	+3%	+$14.5K	0.04%	244
2025 Q2	$458K	Buy	10,002 +222	+2%	+$10K	0.04%	239
2025 Q1	$446K	Buy	9,780 +436	+5%	+$19.7K	0.05%	227
2024 Q4	$419K	Buy	9,344 +998	+12%	+$45.6K	0.04%	239
2024 Q3	$390K	Buy	+8,346	New	+$386K	0.05%	234
2024 Q2	–	Sell	-5,352	Closed	-$242K	–	200
2024 Q1	$242K	Buy	+5,352	New	+$243K	0.04%	292

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

Keystone Financial Group (Kentucky)'s FBND Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Fidelity Total Bond ETF (FBND) stake by 0.57% in Q2 2026, selling an estimated $3.28K and leaving 12,454 shares worth $567K. The position accounts for 0.03% of the portfolio, ranked #305.

Keystone Financial Group (Kentucky) first reported a position in FBND in Q1 2024 and has held it in 9 quarters since. The position peaked at $571K in Q1 2026. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Keystone Financial Group (Kentucky) held 12,454 shares of Fidelity Total Bond ETF worth $567K as of Q2 2026.
Keystone Financial Group (Kentucky) sold 72 Fidelity Total Bond ETF shares in Q2 2026, an estimated $3.28K.
Fidelity Total Bond ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #305 holding.
Keystone Financial Group (Kentucky) first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 9 quarters since.
Keystone Financial Group (Kentucky)'s Fidelity Total Bond ETF position peaked at $571K in Q1 2026.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.