Keystone Wealth Services
FBND icon

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
Q3 		$7.93M Buy
182,934
+102
+0.1% +$4.57K 1.42% 13
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Keystone Wealth Services's FBND Position: Q3 2026 in Review

Keystone Wealth Services increased its Fidelity Total Bond ETF (FBND) stake by 0.06% in Q3 2026, buying an estimated $4.57K and bringing the position to 182,934 shares worth $7.93M. The position accounts for 1.42% of the portfolio, ranked #13.

Keystone Wealth Services first reported a position in FBND in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.86M in Q3 2024. 540 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Keystone Wealth Services held 182,934 shares of Fidelity Total Bond ETF worth $7.93M as of Q3 2026.
  • Keystone Wealth Services bought 102 Fidelity Total Bond ETF shares in Q3 2026, an estimated $4.57K.
  • Fidelity Total Bond ETF made up 1.42% of Keystone Wealth Services's portfolio in Q3 2026, its #13 holding.
  • Keystone Wealth Services first reported a position in Fidelity Total Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Keystone Wealth Services's Fidelity Total Bond ETF position peaked at $8.86M in Q3 2024.
  • 540 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Keystone Wealth Services's 13F filing for Q3 2026, filed 3 Nov 2026.