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 Q2	$4.17M	Buy	91,717 +17,091	+23%	+$780K	2.48%	9
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 $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 22.9% 1-Year Est. Return

KG&L Capital Management's FBND Position: Q2 2026 in Review

KG&L Capital Management increased its Fidelity Total Bond ETF (FBND) stake by 23% in Q2 2026, buying an estimated $780K and bringing the position to 91,717 shares worth $4.17M. The position accounts for 2.48% of the portfolio, ranked #9.

KG&L Capital Management first reported a position in FBND in Q2 2025 and has held it in 5 quarters since. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

KG&L Capital Management held 91,717 shares of Fidelity Total Bond ETF worth $4.17M as of Q2 2026.
KG&L Capital Management bought 17,091 Fidelity Total Bond ETF shares in Q2 2026, an estimated $780K.
Fidelity Total Bond ETF made up 2.48% of KG&L Capital Management's portfolio in Q2 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 5 quarters since.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.