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 Q2	$239K	Sell	5,254 -21,551	-80%	-$983K	0.09%	84
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 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

Keyvantage Wealth's FBND Position: Q2 2026 in Review

Keyvantage Wealth reduced its Fidelity Total Bond ETF (FBND) stake by 80% in Q2 2026, selling an estimated $983K and leaving 5,254 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #84.

Keyvantage Wealth first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.18M in Q4 2024. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Keyvantage Wealth held 5,254 shares of Fidelity Total Bond ETF worth $239K as of Q2 2026.
Keyvantage Wealth sold 21,551 Fidelity Total Bond ETF shares in Q2 2026, an estimated $983K.
Fidelity Total Bond ETF made up 0.09% of Keyvantage Wealth's portfolio in Q2 2026, its #84 holding.
Keyvantage Wealth first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
Keyvantage Wealth's Fidelity Total Bond ETF position peaked at $6.18M in Q4 2024.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.