Horizon Investment Services’s Fidelity Total Bond ETF FBND Stock Holding History

Horizon Investment Services’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	$3.41M	Sell	74,871 -3,160	-4%	-$144K	0.95%	33
2026 Q1	$3.56M	Buy	78,031 +571	+0.7%	+$26.3K	1.24%	28
2025 Q4	$3.57M	Buy	77,460 +3,218	+4%	+$149K	1.28%	25
2025 Q3	$3.43M	Sell	74,242 -182	-0.2%	-$8.36K	1.3%	25
2025 Q2	$3.4M	Sell	74,424 -4,137	-5%	-$187K	1.49%	25
2025 Q1	$3.59M	Buy	78,561 +1,942	+3%	+$88K	1.74%	19
2024 Q4	$3.44M	Sell	76,619 -31,200	-29%	-$1.43M	1.46%	23
2024 Q3	$5.04M	Buy	107,819 +40,664	+61%	+$1.88M	2.15%	10
2024 Q2	$3.02M	Buy	67,155 +6,074	+10%	+$272K	1.42%	21
2024 Q1	$2.77M	Buy	61,081 +3,688	+6%	+$167K	1.35%	25
2023 Q4	$2.64M	Buy	57,393 +12,511	+28%	+$552K	1.43%	21
2023 Q3	$1.96M	Sell	44,882 -954	-2%	-$42.7K	1.18%	32
2023 Q2	$2.08M	Sell	45,836 -961	-2%	-$44K	1.27%	28
2023 Q1	$2.15M	Sell	46,797 -932	-2%	-$42.7K	1.38%	23
2022 Q4	$2.15M	Sell	47,729 -27,683	-37%	-$1.24M	1.56%	18
2022 Q3	$3.35M	Sell	75,412 -2,406	-3%	-$112K	2.43%	11
2022 Q2	$3.62M	Sell	77,818 -6,404	-8%	-$305K	2.4%	11
2022 Q1	$4.19M	Buy	+84,222	New	+$4.31M	2.2%	10

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

Horizon Investment Services's FBND Position: Q2 2026 in Review

Horizon Investment Services reduced its Fidelity Total Bond ETF (FBND) stake by 4% in Q2 2026, selling an estimated $144K and leaving 74,871 shares worth $3.41M. The position accounts for 0.95% of the portfolio, ranked #33.

Horizon Investment Services first reported a position in FBND in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.04M in Q3 2024. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Horizon Investment Services held 74,871 shares of Fidelity Total Bond ETF worth $3.41M as of Q2 2026.
Horizon Investment Services sold 3,160 Fidelity Total Bond ETF shares in Q2 2026, an estimated $144K.
Fidelity Total Bond ETF made up 0.95% of Horizon Investment Services's portfolio in Q2 2026, its #33 holding.
Horizon Investment Services first reported a position in Fidelity Total Bond ETF in Q1 2022 and has held it in 18 quarters since.
Horizon Investment Services's Fidelity Total Bond ETF position peaked at $5.04M in Q3 2024.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.