Patriot Financial Group Insurance Agency’s Fidelity Total Bond ETF FBND Stock Holding History

Patriot Financial Group Insurance Agency’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	$464K	Sell	10,196 -8,534	-46%	-$389K	0.05%	317
2026 Q1	$854K	Buy	18,730 +9,282	+98%	+$428K	0.05%	324
2025 Q4	$435K	Buy	+9,448	New	+$438K	0.05%	316
2022 Q3	–	Sell	-2,184	Closed	-$102K	–	900
2022 Q2	$102K	Buy	2,184 +2,159	+8,636%	+$103K	0.02%	534
2022 Q1	$1K	Sell	25 -310	-93%	-$15.8K	﹤0.01%	1935
2021 Q4	$18K	Sell	335 -1,700	-84%	-$90.2K	﹤0.01%	1254
2021 Q3	$108K	Hold	2,035	–	–	0.02%	627
2021 Q2	$109K	Buy	2,035 +1,396	+218%	+$73.9K	0.02%	597
2021 Q1	$33K	Buy	639 +17	+3%	+$906	0.01%	909
2020 Q4	$34K	Buy	+622	New	+$33.9K	0.01%	808

Other funds holding FBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

Patriot Financial Group Insurance Agency's FBND Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Fidelity Total Bond ETF (FBND) stake by 46% in Q2 2026, selling an estimated $389K and leaving 10,196 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #317.

Patriot Financial Group Insurance Agency first reported a position in FBND in Q4 2020 and has held it in 10 quarters since. The position peaked at $854K in Q1 2026. 561 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Patriot Financial Group Insurance Agency held 10,196 shares of Fidelity Total Bond ETF worth $464K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 8,534 Fidelity Total Bond ETF shares in Q2 2026, an estimated $389K.
Fidelity Total Bond ETF made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #317 holding.
Patriot Financial Group Insurance Agency first reported a position in Fidelity Total Bond ETF in Q4 2020 and has held it in 10 quarters since.
Patriot Financial Group Insurance Agency's Fidelity Total Bond ETF position peaked at $854K in Q1 2026.
561 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.