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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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. 490 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.
  • 490 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.