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Keyvantage Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

Keyvantage Wealth’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 		$1.22M Sell
26,805
-5,002
-16% -$231K 0.54% 31
2025
Q4 		$1.46M Sell
31,807
-778
-2% -$36.1K 0.63% 27
2025
Q3 		$1.51M Sell
32,585
-1,757
-5% -$80.7K 0.63% 25
2025
Q2 		$1.57M Sell
34,342
-5,717
-14% -$259K 0.71% 25
2025
Q1 		$1.83M Sell
40,059
-97,734
-71% -$4.43M 0.89% 25
2024
Q4 		$6.18M Buy
+137,793
New +$6.3M 4.42% 5

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Keyvantage Wealth's FBND Position: Q1 2026 in Review

Keyvantage Wealth reduced its Fidelity Total Bond ETF (FBND) stake by 16% in Q1 2026, selling an estimated $231K and leaving 26,805 shares worth $1.22M. The position accounts for 0.54% of the portfolio, ranked #31.

Keyvantage Wealth first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.18M in Q4 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Keyvantage Wealth held 26,805 shares of Fidelity Total Bond ETF worth $1.22M as of Q1 2026.
  • Keyvantage Wealth sold 5,002 Fidelity Total Bond ETF shares in Q1 2026, an estimated $231K.
  • Fidelity Total Bond ETF made up 0.54% of Keyvantage Wealth's portfolio in Q1 2026, its #31 holding.
  • Keyvantage Wealth first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Keyvantage Wealth's Fidelity Total Bond ETF position peaked at $6.18M in Q4 2024.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.