Kingswood Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Kingswood Wealth Advisors’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	$8.65M	Buy	190,116 +8,818	+5%	+$402K	0.35%	57
2026 Q1	$8.27M	Buy	181,298 +52,299	+41%	+$2.41M	0.39%	48
2025 Q4	$5.94M	Buy	128,999 +10,539	+9%	+$489K	0.29%	84
2025 Q3	$5.48M	Buy	118,460 +88,196	+291%	+$4.05M	0.33%	64
2025 Q2	$1.38M	Buy	30,264 +18,785	+164%	+$850K	0.11%	199
2025 Q1	$524K	Sell	11,479 -104,266	-90%	-$4.72M	0.05%	380
2024 Q4	$5.19M	Sell	115,745 -20,543	-15%	-$939K	0.39%	43
2024 Q3	$6.37M	Buy	+136,288	New	+$6.3M	0.45%	39

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

Kingswood Wealth Advisors's FBND Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 4.9% in Q2 2026, buying an estimated $402K and bringing the position to 190,116 shares worth $8.65M. The position accounts for 0.35% of the portfolio, ranked #57.

Kingswood Wealth Advisors first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Kingswood Wealth Advisors held 190,116 shares of Fidelity Total Bond ETF worth $8.65M as of Q2 2026.
Kingswood Wealth Advisors bought 8,818 Fidelity Total Bond ETF shares in Q2 2026, an estimated $402K.
Fidelity Total Bond ETF made up 0.35% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Kingswood Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.