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

LGT 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
2026 Q2	–	Sell	-136	Closed	-$6.2K	–	234
2026 Q1	$6.2K	Hold	136	–	–	0.03%	186
2025 Q4	$6.26K	Hold	136	–	–	0.04%	185
2025 Q3	$6.29K	Buy	136 +86	+172%	+$3.95K	0.01%	282
2025 Q2	$2.29K	Buy	+50	New	+$2.26K	0.01%	351
2024 Q1	–	Sell	-671	Closed	-$30.9K	–	805
2023 Q4	$30.9K	Sell	671 -369	-35%	-$16.3K	0.04%	266
2023 Q3	$45.3K	Buy	+1,040	New	+$46.5K	0.06%	228

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 22.9% 1-Year Est. Return

LGT Financial Advisors's FBND Position: Q2 2026 in Review

LGT Financial Advisors sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 136 shares — an estimated $6.2K sold.

LGT Financial Advisors first reported a position in FBND in Q3 2023 and held it in 6 quarters. The position peaked at $45.3K in Q3 2023. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

LGT Financial Advisors reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
LGT Financial Advisors sold 136 Fidelity Total Bond ETF shares in Q2 2026, an estimated $6.2K.
LGT Financial Advisors first reported a position in Fidelity Total Bond ETF in Q3 2023 and held it in 6 quarters.
LGT Financial Advisors's Fidelity Total Bond ETF position peaked at $45.3K in Q3 2023.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.