Legacy Financial Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Legacy Financial 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
2025 Q3	–	Sell	-33,917	Closed	-$1.55M	–	426
2025 Q2	$1.55M	Sell	33,917 -3,596	-10%	-$163K	0.24%	68
2025 Q1	$1.71M	Sell	37,513 -1,566	-4%	-$70.9K	0.29%	59
2024 Q4	$1.75M	Sell	39,079 -13,160	-25%	-$601K	0.29%	53
2024 Q3	$2.44M	Sell	52,239 -354	-0.7%	-$16.4K	0.41%	44
2024 Q2	$2.36M	Sell	52,593 -108	-0.2%	-$4.84K	0.42%	42
2024 Q1	$2.39M	Sell	52,701 -444	-0.8%	-$20.1K	0.43%	40
2023 Q4	$2.45M	Buy	+53,145	New	+$2.35M	0.47%	35

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Financial Advisors's FBND Position: Q3 2025 in Review

Legacy Financial Advisors sold out of Fidelity Total Bond ETF (FBND) in Q3 2025, closing a stake of 33,917 shares — an estimated $1.55M sold.

Legacy Financial Advisors first reported a position in FBND in Q4 2023 and held it in 7 quarters. The position peaked at $2.45M in Q4 2023. 653 funds tracked by Wall St. Rank hold FBND as of Q3 2025.

Legacy Financial Advisors reported no remaining Fidelity Total Bond ETF position as of Q3 2025 after selling out during the quarter.
Legacy Financial Advisors sold 33,917 Fidelity Total Bond ETF shares in Q3 2025, an estimated $1.55M.
Legacy Financial Advisors first reported a position in Fidelity Total Bond ETF in Q4 2023 and held it in 7 quarters.
Legacy Financial Advisors's Fidelity Total Bond ETF position peaked at $2.45M in Q4 2023.
653 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2025.

Based on Legacy Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.