Horizon Investments’s Fidelity Total Bond ETF FBND Stock Holding History

Horizon Investments’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	$33.2M	Sell	732,704 -541,656	-43%	-$24.7M	0.36%	51
2026 Q1	$57.9M	Buy	1,274,360 +692,833	+119%	+$32M	0.65%	29
2025 Q4	$26.8M	Buy	581,527 +55,266	+11%	+$2.56M	0.34%	54
2025 Q3	$24.2M	Buy	526,261 +112,974	+27%	+$5.19M	0.32%	59
2025 Q2	$18.8M	Buy	413,287 +14,436	+4%	+$653K	0.3%	57
2025 Q1	$18.1M	Sell	398,851 -1,800	-0.4%	-$81.5K	0.54%	29
2024 Q4	$17.9M	Sell	400,651 -18,269	-4%	-$835K	0.51%	30
2024 Q3	$19.5M	Buy	418,920 +90,951	+28%	+$4.2M	0.52%	27
2024 Q2	$14.7M	Buy	327,969 +11,870	+4%	+$532K	0.41%	33
2024 Q1	$14.3M	Sell	316,099 -58,370	-16%	-$2.65M	0.37%	37
2023 Q4	$17.2M	Buy	374,469 +26,869	+8%	+$1.19M	0.48%	33
2023 Q3	$15.1M	Buy	347,600 +23,004	+7%	+$1.03M	0.46%	34
2023 Q2	$14.7M	Buy	324,596 +71,432	+28%	+$3.27M	0.42%	36
2023 Q1	$11.6M	Buy	253,164 +54,927	+28%	+$2.52M	0.34%	38
2022 Q4	$8.9M	Buy	198,237 +54,452	+38%	+$2.44M	0.25%	55
2022 Q3	$6.37M	Buy	143,785 +1,034	+0.7%	+$48.3K	0.2%	52
2022 Q2	$6.63M	Sell	142,751 -54,174	-28%	-$2.58M	0.21%	51
2022 Q1	$9.78M	Buy	+196,925	New	+$10.1M	0.28%	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 22.9% 1-Year Est. Return

Horizon Investments's FBND Position: Q2 2026 in Review

Horizon Investments reduced its Fidelity Total Bond ETF (FBND) stake by 43% in Q2 2026, selling an estimated $24.7M and leaving 732,704 shares worth $33.2M. The position accounts for 0.36% of the portfolio, ranked #51.

Horizon Investments first reported a position in FBND in Q1 2022 and has held it in 18 quarters since. The position peaked at $57.9M in Q1 2026. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Horizon Investments held 732,704 shares of Fidelity Total Bond ETF worth $33.2M as of Q2 2026.
Horizon Investments sold 541,656 Fidelity Total Bond ETF shares in Q2 2026, an estimated $24.7M.
Fidelity Total Bond ETF made up 0.36% of Horizon Investments's portfolio in Q2 2026, its #51 holding.
Horizon Investments first reported a position in Fidelity Total Bond ETF in Q1 2022 and has held it in 18 quarters since.
Horizon Investments's Fidelity Total Bond ETF position peaked at $57.9M in Q1 2026.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.