Cyr Financial’s Fidelity Total Bond ETF FBND Stock Holding History

Cyr Financial’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	$14M	Buy	308,567 +23,038	+8%	+$1.05M	7.31%	5
2026 Q1	$13M	Buy	285,529 +22,699	+9%	+$1.05M	7.67%	6
2025 Q4	$12.1M	Buy	262,830 +49,822	+23%	+$2.31M	7.55%	6
2025 Q3	$9.85M	Buy	213,008 +22,382	+12%	+$1.03M	6.73%	6
2025 Q2	$8.72M	Buy	190,626 +19,133	+11%	+$866K	6.74%	6
2025 Q1	$7.83M	Buy	171,493 +6,111	+4%	+$277K	6.99%	6
2024 Q4	$7.42M	Buy	165,382 +15,770	+11%	+$721K	6.77%	6
2024 Q3	$6.99M	Buy	+149,612	New	+$6.91M	6.53%	7

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

Cyr Financial's FBND Position: Q2 2026 in Review

Cyr Financial increased its Fidelity Total Bond ETF (FBND) stake by 8.1% in Q2 2026, buying an estimated $1.05M and bringing the position to 308,567 shares worth $14M. The position accounts for 7.31% of the portfolio, ranked #5.

Cyr Financial first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Cyr Financial held 308,567 shares of Fidelity Total Bond ETF worth $14M as of Q2 2026.
Cyr Financial bought 23,038 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.05M.
Fidelity Total Bond ETF made up 7.31% of Cyr Financial's portfolio in Q2 2026, its #5 holding.
Cyr Financial first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Cyr Financial's 13F filing for Q2 2026, filed 20 Jul 2026.