VestGen Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

VestGen 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	$1.42M	Buy	31,149 +3,312	+12%	+$151K	0.04%	376
2026 Q1	$1.27M	Buy	27,837 +4,296	+18%	+$198K	0.03%	400
2025 Q4	$1.08M	Sell	23,541 -52,505	-69%	-$2.44M	0.05%	347
2025 Q3	$3.52M	Sell	76,046 -331	-0.4%	-$15.2K	0.12%	169
2025 Q2	$3.51M	Buy	+76,377	New	+$3.46M	0.14%	150

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

VestGen Advisors's FBND Position: Q2 2026 in Review

VestGen Advisors increased its Fidelity Total Bond ETF (FBND) stake by 12% in Q2 2026, buying an estimated $151K and bringing the position to 31,149 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #376.

VestGen Advisors first reported a position in FBND in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.52M in Q3 2025. 794 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

VestGen Advisors held 31,149 shares of Fidelity Total Bond ETF worth $1.42M as of Q2 2026.
VestGen Advisors bought 3,312 Fidelity Total Bond ETF shares in Q2 2026, an estimated $151K.
Fidelity Total Bond ETF made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #376 holding.
VestGen Advisors first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 5 quarters since.
VestGen Advisors's Fidelity Total Bond ETF position peaked at $3.52M in Q3 2025.
794 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.