Forvis Mazars Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Forvis Mazars Wealth Advisors’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	$135M	Buy	2,968,727 +149,998	+5%	+$6.84M	2.26%	9
2026 Q1	$129M	Buy	2,818,729 +110,352	+4%	+$5.09M	2.44%	8
2025 Q4	$125M	Buy	2,708,377 +121,756	+5%	+$5.65M	2.35%	8
2025 Q3	$120M	Buy	2,586,621 +133,603	+5%	+$6.13M	2.38%	7
2025 Q2	$112M	Sell	2,453,018 -26,004	-1%	-$1.18M	2.42%	7
2025 Q1	$113M	Sell	2,479,022 -135,644	-5%	-$6.14M	2.71%	6
2024 Q4	$117M	Buy	2,614,666 +91,090	+4%	+$4.16M	2.7%	6
2024 Q3	$118M	Buy	2,523,576 +185,285	+8%	+$8.56M	2.71%	6
2024 Q2	$105M	Buy	2,338,291 +201,599	+9%	+$9.03M	2.62%	6
2024 Q1	$96.8M	Buy	2,136,692 +292,436	+16%	+$13.3M	2.46%	5
2023 Q4	$84.9M	Buy	1,844,256 +475,929	+35%	+$21M	2.36%	5
2023 Q3	$59.6M	Buy	1,368,327 +558,435	+69%	+$25M	1.8%	10
2023 Q2	$36.8M	Buy	809,892 +345,123	+74%	+$15.8M	1.08%	20
2023 Q1	$21.4M	Buy	+464,769	New	+$21.3M	0.7%	28

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

Forvis Mazars Wealth Advisors's FBND Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 5.3% in Q2 2026, buying an estimated $6.84M and bringing the position to 2,968,727 shares worth $135M. The position accounts for 2.26% of the portfolio, ranked #9.

Forvis Mazars Wealth Advisors first reported a position in FBND in Q1 2023 and has held it in 14 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Forvis Mazars Wealth Advisors held 2,968,727 shares of Fidelity Total Bond ETF worth $135M as of Q2 2026.
Forvis Mazars Wealth Advisors bought 149,998 Fidelity Total Bond ETF shares in Q2 2026, an estimated $6.84M.
Fidelity Total Bond ETF made up 2.26% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Forvis Mazars Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q1 2023 and has held it in 14 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.