KMG Fiduciary Partners’s Fidelity Total Bond ETF FBND Stock Holding History

KMG Fiduciary Partners’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	$5.88M	Sell	129,238 -231,236	-64%	-$10.5M	0.55%	45
2026 Q1	$16.4M	Buy	360,474 +19,069	+6%	+$879K	1.22%	18
2025 Q4	$15.7M	Buy	341,405 +13,775	+4%	+$639K	1.12%	18
2025 Q3	$15.1M	Buy	327,630 +1,377	+0.4%	+$63.2K	1.02%	19
2025 Q2	$14.9M	Buy	326,253 +34,344	+12%	+$1.55M	1.11%	15
2025 Q1	$13.3M	Buy	291,909 +185,226	+174%	+$8.39M	1.11%	19
2024 Q4	$4.79M	Buy	106,683 +44,767	+72%	+$2.05M	0.4%	64
2024 Q3	$2.89M	Buy	+61,916	New	+$2.86M	0.25%	94

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

KMG Fiduciary Partners's FBND Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Fidelity Total Bond ETF (FBND) stake by 64% in Q2 2026, selling an estimated $10.5M and leaving 129,238 shares worth $5.88M. The position accounts for 0.55% of the portfolio, ranked #45.

KMG Fiduciary Partners first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $16.4M in Q1 2026. 794 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

KMG Fiduciary Partners held 129,238 shares of Fidelity Total Bond ETF worth $5.88M as of Q2 2026.
KMG Fiduciary Partners sold 231,236 Fidelity Total Bond ETF shares in Q2 2026, an estimated $10.5M.
Fidelity Total Bond ETF made up 0.55% of KMG Fiduciary Partners's portfolio in Q2 2026, its #45 holding.
KMG Fiduciary Partners first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
KMG Fiduciary Partners's Fidelity Total Bond ETF position peaked at $16.4M in Q1 2026.
794 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.