Focus Financial Network’s Fidelity Total Bond ETF FBND Stock Holding History

Focus Financial Network’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	$458K	Sell	10,023 -2,048	-17%	-$93.4K	0.01%	500
2026 Q1	$553K	Sell	12,071 -277	-2%	-$12.8K	0.02%	440
2025 Q4	$572K	Sell	12,348 -111	-0.9%	-$5.15K	0.02%	421
2025 Q3	$578K	Sell	12,459 -63	-0.5%	-$2.89K	0.02%	413
2025 Q2	$575K	Buy	12,522 +178	+1%	+$8.06K	0.02%	404
2025 Q1	$566K	Sell	12,344 -175	-1%	-$7.93K	0.02%	394
2024 Q4	$565K	Sell	12,519 -811	-6%	-$37.1K	0.02%	392
2024 Q3	$625K	Buy	13,330 +32	+0.2%	+$1.48K	0.03%	359
2024 Q2	$608K	Sell	13,298 -430	-3%	-$19.3K	0.03%	354
2024 Q1	$607K	Sell	13,728 -77,462	-85%	-$3.52M	0.03%	337
2023 Q4	$4.22M	Buy	91,190 +77,102	+547%	+$3.4M	0.16%	126
2023 Q3	$616K	Buy	14,088 +32	+0.2%	+$1.43K	0.03%	317
2023 Q2	$641K	Sell	14,056 -549	-4%	-$25.1K	0.04%	307
2023 Q1	$674K	Buy	+14,605	New	+$669K	0.04%	297

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

Focus Financial Network's FBND Position: Q2 2026 in Review

Focus Financial Network reduced its Fidelity Total Bond ETF (FBND) stake by 17% in Q2 2026, selling an estimated $93.4K and leaving 10,023 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #500.

Focus Financial Network first reported a position in FBND in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.22M in Q4 2023. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Focus Financial Network held 10,023 shares of Fidelity Total Bond ETF worth $458K as of Q2 2026.
Focus Financial Network sold 2,048 Fidelity Total Bond ETF shares in Q2 2026, an estimated $93.4K.
Fidelity Total Bond ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #500 holding.
Focus Financial Network first reported a position in Fidelity Total Bond ETF in Q1 2023 and has held it in 14 quarters since.
Focus Financial Network's Fidelity Total Bond ETF position peaked at $4.22M in Q4 2023.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.