Legacy Solutions LLC’s Fidelity Total Bond ETF FBND Stock Holding History

Legacy Solutions LLC’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	$2.71M	Buy	59,565 +4,439	+8%	+$202K	2.19%	10
2026 Q1	$2.51M	Buy	55,126 +3,330	+6%	+$154K	2.33%	11
2025 Q4	$2.38M	Buy	51,796 +538	+1%	+$25K	2.1%	11
2025 Q3	$2.37M	Buy	51,258 +2,136	+4%	+$98.1K	2.13%	11
2025 Q2	$2.25M	Buy	49,122 +382	+0.8%	+$17.3K	2.15%	11
2025 Q1	$2.22M	Buy	48,740 +1,341	+3%	+$60.7K	2.45%	11
2024 Q4	$2.13M	Buy	+47,399	New	+$2.17M	2.32%	11

Other funds holding FBND

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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return