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

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

Legacy Solutions LLC's FBND Position: Q2 2026 in Review

Legacy Solutions LLC increased its Fidelity Total Bond ETF (FBND) stake by 8.1% in Q2 2026, buying an estimated $202K and bringing the position to 59,565 shares worth $2.71M. The position accounts for 2.19% of the portfolio, ranked #10.

Legacy Solutions LLC first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Legacy Solutions LLC held 59,565 shares of Fidelity Total Bond ETF worth $2.71M as of Q2 2026.
Legacy Solutions LLC bought 4,439 Fidelity Total Bond ETF shares in Q2 2026, an estimated $202K.
Fidelity Total Bond ETF made up 2.19% of Legacy Solutions LLC's portfolio in Q2 2026, its #10 holding.
Legacy Solutions LLC first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.