Legacy Wealth Management (Tennessee)’s Fidelity Total Bond ETF FBND Stock Holding History

Legacy Wealth Management (Tennessee)’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	$250M	Buy	5,495,432 +1,995,732	+57%	+$91M	13.08%	3
2026 Q1	$160M	Buy	3,499,700 +83,294	+2%	+$3.84M	9.31%	5
2025 Q4	$157M	Buy	3,416,406 +166,799	+5%	+$7.74M	9.06%	5
2025 Q3	$150M	Buy	3,249,607 +151,905	+5%	+$6.97M	8.85%	5
2025 Q2	$142M	Buy	3,097,702 +1,136	+0%	+$51.4K	8.81%	5
2025 Q1	$141M	Buy	3,096,566 +15,679	+0.5%	+$710K	9.42%	5
2024 Q4	$138M	Buy	3,080,887 +143,631	+5%	+$6.56M	8.87%	5
2024 Q3	$137M	Buy	2,937,256 +62,805	+2%	+$2.9M	8.9%	5
2024 Q2	$129M	Buy	2,874,451 +65,956	+2%	+$2.95M	9.35%	4
2024 Q1	$127M	Buy	2,808,495 +101,951	+4%	+$4.63M	9.38%	4
2023 Q4	$125M	Sell	2,706,544 -66,187	-2%	-$2.92M	9.87%	3
2023 Q3	$121M	Buy	+2,772,731	New	+$124M	10.56%	3

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 Wealth Management (Tennessee)'s FBND Position: Q2 2026 in Review

Legacy Wealth Management (Tennessee) increased its Fidelity Total Bond ETF (FBND) stake by 57% in Q2 2026, buying an estimated $91M and bringing the position to 5,495,432 shares worth $250M. The position accounts for 13.08% of the portfolio, ranked #3.

Legacy Wealth Management (Tennessee) first reported a position in FBND in Q3 2023 and has held it in 12 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Legacy Wealth Management (Tennessee) held 5,495,432 shares of Fidelity Total Bond ETF worth $250M as of Q2 2026.
Legacy Wealth Management (Tennessee) bought 1,995,732 Fidelity Total Bond ETF shares in Q2 2026, an estimated $91M.
Fidelity Total Bond ETF made up 13.08% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #3 holding.
Legacy Wealth Management (Tennessee) first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 12 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.