Cosner Financial Group’s Fidelity Total Bond ETF FBND Stock Holding History

Cosner Financial 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	$928K	Sell	20,336 -945	-4%	-$43.6K	0.51%	23
2025 Q4	$980K	Buy	21,281 +428	+2%	+$19.9K	0.5%	23
2025 Q3	$428K	Sell	20,853 -25	-0.1%	-$1.15K	0.23%	28
2025 Q2	$955K	Buy	20,878 +8	+0%	+$362	0.53%	24
2025 Q1	$953K	Sell	20,870 -57	-0.3%	-$2.58K	0.58%	24
2024 Q4	$939K	Sell	20,927 -8	-0%	-$366	0.59%	24
2024 Q3	$979K	Buy	20,935 +5	+0%	+$231	0.63%	21
2024 Q2	$940K	Sell	20,930 -420	-2%	-$18.8K	0.67%	19
2024 Q1	$967K	Buy	21,350 +48	+0.2%	+$2.18K	0.69%	20
2023 Q4	$981K	Buy	+21,302	New	+$940K	0.83%	18

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

Cosner Financial Group's FBND Position: Q1 2026 in Review

Cosner Financial Group reduced its Fidelity Total Bond ETF (FBND) stake by 4.4% in Q1 2026, selling an estimated $43.6K and leaving 20,336 shares worth $928K. The position accounts for 0.51% of the portfolio, ranked #23.

Cosner Financial Group first reported a position in FBND in Q4 2023 and has held it in 10 quarters since. The position peaked at $981K in Q4 2023. 752 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Cosner Financial Group held 20,336 shares of Fidelity Total Bond ETF worth $928K as of Q1 2026.
Cosner Financial Group sold 945 Fidelity Total Bond ETF shares in Q1 2026, an estimated $43.6K.
Fidelity Total Bond ETF made up 0.51% of Cosner Financial Group's portfolio in Q1 2026, its #23 holding.
Cosner Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 10 quarters since.
Cosner Financial Group's Fidelity Total Bond ETF position peaked at $981K in Q4 2023.
752 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.