Capital CS Group’s Fidelity Total Bond ETF FBND Stock Holding History

Capital CS 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 Q1	$300K	Buy	6,584 +789	+14%	+$36.4K	0.62%	36
2025 Q4	$267K	Sell	5,795 -429	-7%	-$19.9K	0.41%	40
2025 Q3	$288K	Buy	6,224 +286	+5%	+$13.1K	0.45%	43
2025 Q2	$272K	Sell	5,938 -632	-10%	-$28.6K	0.44%	47
2025 Q1	$300K	Sell	6,570 -691	-10%	-$31.3K	0.48%	28
2024 Q4	$326K	Buy	7,261 +1,090	+18%	+$49.8K	0.43%	34
2024 Q3	$288K	Buy	6,171 +144	+2%	+$6.66K	0.34%	48
2024 Q2	$271K	Buy	6,027 +294	+5%	+$13.2K	0.3%	55
2024 Q1	$260K	Buy	5,733 +183	+3%	+$8.3K	0.25%	67
2023 Q4	$256K	Buy	+5,550	New	+$245K	0.28%	44
2023 Q3	–	Sell	-7,928	Closed	-$360K	–	86
2023 Q2	$360K	Buy	+7,928	New	+$363K	0.36%	36

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 $424B AUM 22.96% 1-Year Est. Return

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

Capital CS Group's FBND Position: Q1 2026 in Review

Capital CS Group increased its Fidelity Total Bond ETF (FBND) stake by 14% in Q1 2026, buying an estimated $36.4K and bringing the position to 6,584 shares worth $300K. The position accounts for 0.62% of the portfolio, ranked #36.

Capital CS Group first reported a position in FBND in Q2 2023 and has held it in 11 quarters since. The position peaked at $360K in Q2 2023. 752 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Capital CS Group held 6,584 shares of Fidelity Total Bond ETF worth $300K as of Q1 2026.
Capital CS Group bought 789 Fidelity Total Bond ETF shares in Q1 2026, an estimated $36.4K.
Fidelity Total Bond ETF made up 0.62% of Capital CS Group's portfolio in Q1 2026, its #36 holding.
Capital CS Group first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 11 quarters since.
Capital CS Group's Fidelity Total Bond ETF position peaked at $360K in Q2 2023.
752 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Capital CS Group's 13F filing for Q1 2026, filed 13 May 2026.