KG&L Capital Management’s Fidelity Total Bond ETF FBND Stock Holding History

KG&L Capital Management’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	$3.4M	Buy	74,626 +11,058	+17%	+$510K	2.44%	9
2025 Q4	$2.93M	Buy	63,568 +12,632	+25%	+$586K	0.73%	31
2025 Q3	$2.36M	Buy	50,936 +31,919	+168%	+$1.47M	0.63%	36
2025 Q2	$870K	Buy	+19,017	New	+$861K	0.26%	81

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

KG&L Capital Management's FBND Position: Q1 2026 in Review

KG&L Capital Management increased its Fidelity Total Bond ETF (FBND) stake by 17% in Q1 2026, buying an estimated $510K and bringing the position to 74,626 shares worth $3.4M. The position accounts for 2.44% of the portfolio, ranked #9.

KG&L Capital Management first reported a position in FBND in Q2 2025 and has held it in 4 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

KG&L Capital Management held 74,626 shares of Fidelity Total Bond ETF worth $3.4M as of Q1 2026.
KG&L Capital Management bought 11,058 Fidelity Total Bond ETF shares in Q1 2026, an estimated $510K.
Fidelity Total Bond ETF made up 2.44% of KG&L Capital Management's portfolio in Q1 2026, its #9 holding.
KG&L Capital Management first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 4 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.