PKS Advisory Services’s Fidelity Total Bond ETF FBND Stock Holding History

PKS Advisory Services’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 Q1	$4.62M	Buy	101,332 +4,911	+5%	+$226K	1.07%	13
2025 Q4	$4.44M	Buy	96,421 +670	+0.7%	+$31.1K	1.01%	15
2025 Q3	$4.43M	Sell	95,751 -18,028	-16%	-$828K	0.93%	17
2025 Q2	$5.21M	Buy	113,779 +5,555	+5%	+$251K	1.28%	8
2025 Q1	$4.94M	Buy	108,224 +5,235	+5%	+$237K	1.35%	9
2024 Q4	$4.62M	Buy	+102,989	New	+$4.71M	1.16%	9

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PKS Advisory Services's FBND Position: Q1 2026 in Review

PKS Advisory Services increased its Fidelity Total Bond ETF (FBND) stake by 5.1% in Q1 2026, buying an estimated $226K and bringing the position to 101,332 shares worth $4.62M. The position accounts for 1.07% of the portfolio, ranked #13.

PKS Advisory Services first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.21M in Q2 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

PKS Advisory Services held 101,332 shares of Fidelity Total Bond ETF worth $4.62M as of Q1 2026.
PKS Advisory Services bought 4,911 Fidelity Total Bond ETF shares in Q1 2026, an estimated $226K.
Fidelity Total Bond ETF made up 1.07% of PKS Advisory Services's portfolio in Q1 2026, its #13 holding.
PKS Advisory Services first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's Fidelity Total Bond ETF position peaked at $5.21M in Q2 2025.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.