LaSalle St. Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

LaSalle St. Investment 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	$2.14M	Buy	47,063 +24,714	+111%	+$1.13M	0.26%	70
2026 Q1	$1.02M	Buy	22,349 +6,739	+43%	+$311K	0.14%	125
2025 Q4	$718K	Buy	15,610 +5,308	+52%	+$246K	0.12%	143
2025 Q3	$476K	Buy	10,302 +902	+10%	+$41.4K	0.09%	178
2025 Q2	$430K	Buy	9,400 +4,298	+84%	+$195K	0.12%	170
2025 Q1	$232K	Buy	+5,102	New	+$231K	0.05%	270

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

LaSalle St. Investment Advisors's FBND Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Fidelity Total Bond ETF (FBND) stake by 111% in Q2 2026, buying an estimated $1.13M and bringing the position to 47,063 shares worth $2.14M. The position accounts for 0.26% of the portfolio, ranked #70.

LaSalle St. Investment Advisors first reported a position in FBND in Q1 2025 and has held it in 6 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

LaSalle St. Investment Advisors held 47,063 shares of Fidelity Total Bond ETF worth $2.14M as of Q2 2026.
LaSalle St. Investment Advisors bought 24,714 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.13M.
Fidelity Total Bond ETF made up 0.26% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #70 holding.
LaSalle St. Investment Advisors first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 6 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.