KFA Private Wealth Group’s Fidelity Total Bond ETF FBND Stock Holding History

KFA Private Wealth Group’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	$21.7M	Buy	476,256 +30,508	+7%	+$1.39M	5.22%	3
2026 Q1	$20.3M	Buy	445,748 +32,922	+8%	+$1.52M	4.88%	3
2025 Q4	$19M	Buy	412,826 +69,255	+20%	+$3.21M	4.62%	3
2025 Q3	$15.9M	Buy	343,571 +51,084	+17%	+$2.35M	4.54%	3
2025 Q2	$13.4M	Sell	292,487 -62,931	-18%	-$2.85M	4.15%	3
2025 Q1	$16.2M	Buy	355,418 +35,011	+11%	+$1.59M	5.68%	3
2024 Q4	$14.4M	Buy	320,407 +48,715	+18%	+$2.23M	6.02%	3
2024 Q3	$12.7M	Buy	271,692 +83,574	+44%	+$3.86M	6.06%	3
2024 Q2	$8.45M	Buy	188,118 +153,322	+441%	+$6.87M	4.38%	7
2024 Q1	$1.58M	Buy	+34,796	New	+$1.58M	0.49%	29

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

KFA Private Wealth Group's FBND Position: Q2 2026 in Review

KFA Private Wealth Group increased its Fidelity Total Bond ETF (FBND) stake by 6.8% in Q2 2026, buying an estimated $1.39M and bringing the position to 476,256 shares worth $21.7M. The position accounts for 5.22% of the portfolio, ranked #3.

KFA Private Wealth Group first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

KFA Private Wealth Group held 476,256 shares of Fidelity Total Bond ETF worth $21.7M as of Q2 2026.
KFA Private Wealth Group bought 30,508 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.39M.
Fidelity Total Bond ETF made up 5.22% of KFA Private Wealth Group's portfolio in Q2 2026, its #3 holding.
KFA Private Wealth Group first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.