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 Q2	$907K	Sell	19,932 -404	-2%	-$18.4K	0.47%	22
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 $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 22.9% 1-Year Est. Return

Cosner Financial Group's FBND Position: Q2 2026 in Review

Cosner Financial Group reduced its Fidelity Total Bond ETF (FBND) stake by 2% in Q2 2026, selling an estimated $18.4K and leaving 19,932 shares worth $907K. The position accounts for 0.47% of the portfolio, ranked #22.

Cosner Financial Group first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. The position peaked at $981K in Q4 2023. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Cosner Financial Group held 19,932 shares of Fidelity Total Bond ETF worth $907K as of Q2 2026.
Cosner Financial Group sold 404 Fidelity Total Bond ETF shares in Q2 2026, an estimated $18.4K.
Fidelity Total Bond ETF made up 0.47% of Cosner Financial Group's portfolio in Q2 2026, its #22 holding.
Cosner Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
Cosner Financial Group's Fidelity Total Bond ETF position peaked at $981K in Q4 2023.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.