CFO4Life Group’s Fidelity Total Bond ETF FBND Stock Holding History

CFO4Life 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	$5.21M	Sell	114,545 -1,354	-1%	-$61.8K	0.7%	33
2026 Q1	$5.29M	Buy	115,899 +2,950	+3%	+$136K	0.81%	32
2025 Q4	$5.2M	Sell	112,949 -5,270	-4%	-$245K	0.74%	33
2025 Q3	$5.47M	Buy	118,219 +4,603	+4%	+$211K	0.79%	32
2025 Q2	$5.2M	Sell	113,616 -2,069	-2%	-$93.7K	0.81%	30
2025 Q1	$5.28M	Buy	115,685 +6,838	+6%	+$310K	0.89%	28
2024 Q4	$4.88M	Buy	108,847 +82,525	+314%	+$3.77M	0.86%	25
2024 Q3	$1.23M	Buy	26,322 +222	+0.9%	+$10.3K	0.22%	56
2024 Q2	$1.17M	Sell	26,100 -1,340	-5%	-$60K	0.22%	58
2024 Q1	$1.24M	Sell	27,440 -118,067	-81%	-$5.36M	0.23%	55
2023 Q4	$6.7M	Buy	+145,507	New	+$6.42M	1.28%	20
2023 Q1	–	Sell	-27,183	Closed	-$1.22M	–	173
2022 Q4	$1.22M	Buy	+27,183	New	+$1.22M	0.26%	56
2022 Q3	–	Sell	-144,698	Closed	-$6.77M	–	160
2022 Q2	$6.77M	Buy	+144,698	New	+$6.89M	1.68%	12

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

CFO4Life Group's FBND Position: Q2 2026 in Review

CFO4Life Group reduced its Fidelity Total Bond ETF (FBND) stake by 1.2% in Q2 2026, selling an estimated $61.8K and leaving 114,545 shares worth $5.21M. The position accounts for 0.7% of the portfolio, ranked #33.

CFO4Life Group first reported a position in FBND in Q2 2022 and has held it in 13 quarters since. The position peaked at $6.77M in Q2 2022. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

CFO4Life Group held 114,545 shares of Fidelity Total Bond ETF worth $5.21M as of Q2 2026.
CFO4Life Group sold 1,354 Fidelity Total Bond ETF shares in Q2 2026, an estimated $61.8K.
Fidelity Total Bond ETF made up 0.7% of CFO4Life Group's portfolio in Q2 2026, its #33 holding.
CFO4Life Group first reported a position in Fidelity Total Bond ETF in Q2 2022 and has held it in 13 quarters since.
CFO4Life Group's Fidelity Total Bond ETF position peaked at $6.77M in Q2 2022.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.