KFP
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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

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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. 133 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.
  • 133 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.