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 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 $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Keystone Wealth Services's FBND Position: Q1 2026 in Review

Keystone Wealth Services reduced its Fidelity Total Bond ETF (FBND) stake by 1.1% in Q1 2026, selling an estimated $89.1K and leaving 177,897 shares worth $8.12M. The position accounts for 1.74% of the portfolio, ranked #10.

Keystone Wealth Services first reported a position in FBND in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.86M in Q3 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Keystone Wealth Services held 177,897 shares of Fidelity Total Bond ETF worth $8.12M as of Q1 2026.
Keystone Wealth Services sold 1,931 Fidelity Total Bond ETF shares in Q1 2026, an estimated $89.1K.
Fidelity Total Bond ETF made up 1.74% of Keystone Wealth Services's portfolio in Q1 2026, its #10 holding.
Keystone Wealth Services first reported a position in Fidelity Total Bond ETF in Q1 2023 and has held it in 13 quarters since.
Keystone Wealth Services's Fidelity Total Bond ETF position peaked at $8.86M in Q3 2024.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.