Lakeshore Capital Group’s Fidelity Total Bond ETF FBND Stock Holding History

Lakeshore Capital Group’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	$1.42M	Buy	31,209 +8,700	+39%	+$397K	1.05%	28
2026 Q1	$1.03M	Buy	22,509 +11,479	+104%	+$529K	0.84%	40
2025 Q4	$508K	Sell	11,030 -21,431	-66%	-$994K	0.41%	64
2025 Q3	$1.5M	Sell	32,461 -12,492	-28%	-$574K	1.21%	25
2025 Q2	$2.06M	Buy	44,953 +6,710	+18%	+$304K	1.82%	15
2025 Q1	$1.75M	Buy	+38,243	New	+$1.73M	1.68%	16

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

Lakeshore Capital Group's FBND Position: Q2 2026 in Review

Lakeshore Capital Group increased its Fidelity Total Bond ETF (FBND) stake by 39% in Q2 2026, buying an estimated $397K and bringing the position to 31,209 shares worth $1.42M. The position accounts for 1.05% of the portfolio, ranked #28.

Lakeshore Capital Group first reported a position in FBND in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.06M in Q2 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Lakeshore Capital Group held 31,209 shares of Fidelity Total Bond ETF worth $1.42M as of Q2 2026.
Lakeshore Capital Group bought 8,700 Fidelity Total Bond ETF shares in Q2 2026, an estimated $397K.
Fidelity Total Bond ETF made up 1.05% of Lakeshore Capital Group's portfolio in Q2 2026, its #28 holding.
Lakeshore Capital Group first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 6 quarters since.
Lakeshore Capital Group's Fidelity Total Bond ETF position peaked at $2.06M in Q2 2025.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.