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 Q2	$693K	Sell	15,237 -39,156	-72%	-$1.79M	0.35%	36
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 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

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

Fortress Financial Group reduced its Fidelity Total Bond ETF (FBND) stake by 72% in Q2 2026, selling an estimated $1.79M and leaving 15,237 shares worth $693K. The position accounts for 0.35% of the portfolio, ranked #36.

Fortress Financial Group first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.41M in Q1 2025. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Fortress Financial Group held 15,237 shares of Fidelity Total Bond ETF worth $693K as of Q2 2026.
Fortress Financial Group sold 39,156 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.79M.
Fidelity Total Bond ETF made up 0.35% of Fortress Financial Group's portfolio in Q2 2026, its #36 holding.
Fortress Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
Fortress Financial Group's Fidelity Total Bond ETF position peaked at $3.41M in Q1 2025.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.