AmeriFlex Group’s Fidelity Total Bond ETF FBND Stock Holding History

AmeriFlex Group’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	$36.8K	Buy	808 +551	+214%	+$25.1K	0.02%	572
2026 Q1	$11.7K	Hold	257	–	–	0.01%	701
2025 Q4	$11.8K	Buy	257 +89	+53%	+$4.13K	0.01%	693
2025 Q3	$7.77K	Sell	168 -8,123	-98%	-$373K	﹤0.01%	837
2025 Q2	$380K	Buy	8,291 +2,405	+41%	+$109K	0.2%	102
2025 Q1	$269K	Buy	5,886 +2,754	+88%	+$125K	0.11%	191
2024 Q4	$141K	Buy	+3,132	New	+$143K	0.06%	253

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

AmeriFlex Group's FBND Position: Q2 2026 in Review

AmeriFlex Group increased its Fidelity Total Bond ETF (FBND) stake by 214% in Q2 2026, buying an estimated $25.1K and bringing the position to 808 shares worth $36.8K. The position accounts for 0.02% of the portfolio, ranked #572.

AmeriFlex Group first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $380K in Q2 2025. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

AmeriFlex Group held 808 shares of Fidelity Total Bond ETF worth $36.8K as of Q2 2026.
AmeriFlex Group bought 551 Fidelity Total Bond ETF shares in Q2 2026, an estimated $25.1K.
Fidelity Total Bond ETF made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #572 holding.
AmeriFlex Group first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Fidelity Total Bond ETF position peaked at $380K in Q2 2025.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.