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Cornerstone Wealth Group’s Fidelity Total Bond ETF FBND Stock Holding History

Cornerstone Wealth 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 		$19.8M Buy
434,951
+65,442
+18% +$2.99M 1.17% 17
2026
Q1 		$17M Buy
369,509
+39,275
+12% +$1.81M 1.09% 19
2025
Q4 		$15.2M Buy
330,234
+18,123
+6% +$841K 1.04% 22
2025
Q3 		$14.4M Buy
312,111
+10,714
+4% +$492K 0.97% 22
2025
Q2 		$13.8M Sell
301,397
-5,372
-2% -$243K 1.03% 19
2025
Q1 		$14M Buy
306,769
+258,980
+542% +$11.7M 1.16% 19
2024
Q4 		$2.14M Buy
47,789
+4,900
+11% +$224K 0.18% 106
2024
Q3 		$2M Buy
42,889
+1,355
+3% +$62.6K 0.17% 108
2024
Q2 		$1.87M Buy
41,534
+1,145
+3% +$51.3K 0.17% 105
2024
Q1 		$1.83M Buy
40,389
+1,234
+3% +$56K 0.17% 103
2023
Q4 		$1.8M Buy
39,155
+13,353
+52% +$589K 0.26% 79
2023
Q3 		$1.12M Buy
25,802
+1,148
+5% +$51.3K 0.2% 92
2023
Q2 		$1.12M Sell
24,654
-2,130
-8% -$97.5K 0.2% 92
2023
Q1 		$1.23M Buy
+26,784
New +$1.23M 0.22% 96
2020
Q4 		– Sell
-3,681
Closed -$201K – 157
2020
Q3 		$201K Sell
3,681
-497,349
-99% -$27.3M 0.05% 129
2020
Q2 		$27M Sell
501,030
-184,603
-27% -$9.82M 6.78% 2
2020
Q1 		$35.5M Sell
685,633
-46,653
-6% -$2.41M 12.51% 1
2019
Q4 		$37.9M Buy
732,286
+248,497
+51% +$12.8M 10.24% 1
2019
Q3 		$25M Sell
483,789
-10,670
-2% -$550K 6.27% 1
2019
Q2 		$25.2M Sell
494,459
-5,483
-1% -$276K 6.8% 1
2019
Q1 		$25M Buy
+499,942
New +$24.6M 6.27% 1

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Wealth Group's FBND Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Fidelity Total Bond ETF (FBND) stake by 18% in Q2 2026, buying an estimated $2.99M and bringing the position to 434,951 shares worth $19.8M. The position accounts for 1.17% of the portfolio, ranked #17.

Cornerstone Wealth Group first reported a position in FBND in Q1 2019 and has held it in 21 quarters since. The position peaked at $37.9M in Q4 2019. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Cornerstone Wealth Group held 434,951 shares of Fidelity Total Bond ETF worth $19.8M as of Q2 2026.
  • Cornerstone Wealth Group bought 65,442 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.99M.
  • Fidelity Total Bond ETF made up 1.17% of Cornerstone Wealth Group's portfolio in Q2 2026, its #17 holding.
  • Cornerstone Wealth Group first reported a position in Fidelity Total Bond ETF in Q1 2019 and has held it in 21 quarters since.
  • Cornerstone Wealth Group's Fidelity Total Bond ETF position peaked at $37.9M in Q4 2019.
  • 792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.