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 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 $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

KFA Private Wealth Group's FBND Position: Q1 2026 in Review

KFA Private Wealth Group increased its Fidelity Total Bond ETF (FBND) stake by 8% in Q1 2026, buying an estimated $1.52M and bringing the position to 445,748 shares worth $20.3M. The position accounts for 4.88% of the portfolio, ranked #3.

KFA Private Wealth Group first reported a position in FBND in Q1 2024 and has held it in 9 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

KFA Private Wealth Group held 445,748 shares of Fidelity Total Bond ETF worth $20.3M as of Q1 2026.
KFA Private Wealth Group bought 32,922 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.52M.
Fidelity Total Bond ETF made up 4.88% of KFA Private Wealth Group's portfolio in Q1 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 9 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.