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

Keystone 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	$8.32M	Buy	182,832 +4,935	+3%	+$225K	1.54%	12
2026 Q1	$8.12M	Sell	177,897 -1,931	-1%	-$89.1K	1.74%	10
2025 Q4	$8.28M	Buy	179,828 +1,884	+1%	+$87.4K	1.74%	10
2025 Q3	$8.23M	Buy	177,944 +6,371	+4%	+$293K	1.8%	9
2025 Q2	$7.85M	Buy	171,573 +74	+0%	+$3.35K	1.89%	10
2025 Q1	$7.83M	Sell	171,499 -3,469	-2%	-$157K	2.12%	8
2024 Q4	$7.85M	Sell	174,968 -14,570	-8%	-$666K	2.08%	9
2024 Q3	$8.86M	Buy	189,538 +3,191	+2%	+$147K	2.45%	7
2024 Q2	$8.37M	Buy	186,347 +4,288	+2%	+$192K	2.61%	5
2024 Q1	$8.25M	Buy	182,059 +28,001	+18%	+$1.27M	2.68%	5
2023 Q4	$7.09M	Sell	154,058 -4,611	-3%	-$203K	2.43%	6
2023 Q3	$6.91M	Buy	158,669 +151,274	+2,046%	+$6.76M	2.63%	4
2023 Q2	$336K	Sell	7,395 -1,464	-17%	-$67K	0.13%	145
2023 Q1	$408K	Buy	+8,859	New	+$406K	0.17%	126

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 Wealth Services's FBND Position: Q2 2026 in Review

Keystone Wealth Services increased its Fidelity Total Bond ETF (FBND) stake by 2.8% in Q2 2026, buying an estimated $225K and bringing the position to 182,832 shares worth $8.32M. The position accounts for 1.54% of the portfolio, ranked #12.

Keystone Wealth Services first reported a position in FBND in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.86M in Q3 2024. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Keystone Wealth Services held 182,832 shares of Fidelity Total Bond ETF worth $8.32M as of Q2 2026.
Keystone Wealth Services bought 4,935 Fidelity Total Bond ETF shares in Q2 2026, an estimated $225K.
Fidelity Total Bond ETF made up 1.54% of Keystone Wealth Services's portfolio in Q2 2026, its #12 holding.
Keystone Wealth Services first reported a position in Fidelity Total Bond ETF in Q1 2023 and has held it in 14 quarters since.
Keystone Wealth Services's Fidelity Total Bond ETF position peaked at $8.86M in Q3 2024.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.