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

Fortress 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 		$2.48M Buy
54,393
+5,401
+11% +$249K 1.84% 13
2025
Q4 		$2.26M Buy
48,992
+2,789
+6% +$129K 1.67% 16
2025
Q3 		$2.14M Buy
46,203
+471
+1% +$21.6K 1.64% 16
2025
Q2 		$2.09M Sell
45,732
-28,977
-39% -$1.31M 1.77% 15
2025
Q1 		$3.41M Buy
74,709
+1,309
+2% +$59.3K 3.4% 8
2024
Q4 		$3.29M Buy
+73,400
New +$3.35M 3.27% 8

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Fortress Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 11% in Q1 2026, buying an estimated $249K and bringing the position to 54,393 shares worth $2.48M. The position accounts for 1.84% of the portfolio, ranked #13.

Fortress Financial Group first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.41M in Q1 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Fortress Financial Group held 54,393 shares of Fidelity Total Bond ETF worth $2.48M as of Q1 2026.
  • Fortress Financial Group bought 5,401 Fidelity Total Bond ETF shares in Q1 2026, an estimated $249K.
  • Fidelity Total Bond ETF made up 1.84% of Fortress Financial Group's portfolio in Q1 2026, its #13 holding.
  • Fortress Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Fortress Financial Group's Fidelity Total Bond ETF position peaked at $3.41M in Q1 2025.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.