Forum Private Client Group’s Fidelity Total Bond ETF FBND Stock Holding History

Forum Private Client 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	$1.06M	Sell	23,253 -1,906	-8%	-$86.9K	0.31%	35
2026 Q1	$1.15M	Buy	25,159 +2,195	+10%	+$101K	0.38%	32
2025 Q4	$1.06M	Buy	22,964 +3,970	+21%	+$184K	0.36%	32
2025 Q3	$878K	Buy	18,994 +19	+0.1%	+$872	0.31%	36
2025 Q2	$868K	Buy	18,975 +7,795	+70%	+$353K	0.33%	32
2025 Q1	$510K	Buy	+11,180	New	+$506K	0.22%	45

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

Forum Private Client Group's FBND Position: Q2 2026 in Review

Forum Private Client Group reduced its Fidelity Total Bond ETF (FBND) stake by 7.6% in Q2 2026, selling an estimated $86.9K and leaving 23,253 shares worth $1.06M. The position accounts for 0.31% of the portfolio, ranked #35.

Forum Private Client Group first reported a position in FBND in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q1 2026. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Forum Private Client Group held 23,253 shares of Fidelity Total Bond ETF worth $1.06M as of Q2 2026.
Forum Private Client Group sold 1,906 Fidelity Total Bond ETF shares in Q2 2026, an estimated $86.9K.
Fidelity Total Bond ETF made up 0.31% of Forum Private Client Group's portfolio in Q2 2026, its #35 holding.
Forum Private Client Group first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 6 quarters since.
Forum Private Client Group's Fidelity Total Bond ETF position peaked at $1.15M in Q1 2026.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.