Independent Financial Group’s Fidelity Total Bond ETF FBND Stock Holding History

Independent 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	$1.34M	Sell	29,355 -4,595	-14%	-$210K	0.03%	583
2026 Q1	$1.55M	Sell	33,950 -1,459	-4%	-$67.3K	0.03%	477
2025 Q4	$1.63M	Buy	35,409 +3,289	+10%	+$153K	0.04%	453
2025 Q3	$1.49M	Buy	32,120 +2,321	+8%	+$107K	0.04%	475
2025 Q2	$1.36M	Buy	29,799 +2,900	+11%	+$131K	0.04%	447
2025 Q1	$1.23M	Sell	26,899 -3,261	-11%	-$148K	0.04%	426
2024 Q4	$1.35M	Buy	30,160 +3,947	+15%	+$180K	0.05%	395
2024 Q3	$1.23M	Buy	26,213 +19,739	+305%	+$912K	0.05%	388
2024 Q2	$291K	Buy	6,474 +836	+15%	+$37.4K	0.01%	851
2024 Q1	$255K	Buy	5,638 +496	+10%	+$22.5K	0.01%	856
2023 Q4	$237K	Buy	+5,142	New	+$227K	0.01%	827
2023 Q1	–	Sell	-4,757	Closed	-$214K	–	848
2022 Q4	$214K	Hold	4,757	–	–	0.02%	695
2022 Q3	$211K	Buy	+4,757	New	+$222K	0.02%	652

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

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

Independent Financial Group reduced its Fidelity Total Bond ETF (FBND) stake by 14% in Q2 2026, selling an estimated $210K and leaving 29,355 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #583.

Independent Financial Group first reported a position in FBND in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.63M in Q4 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Independent Financial Group held 29,355 shares of Fidelity Total Bond ETF worth $1.34M as of Q2 2026.
Independent Financial Group sold 4,595 Fidelity Total Bond ETF shares in Q2 2026, an estimated $210K.
Fidelity Total Bond ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #583 holding.
Independent Financial Group first reported a position in Fidelity Total Bond ETF in Q3 2022 and has held it in 13 quarters since.
Independent Financial Group's Fidelity Total Bond ETF position peaked at $1.63M in Q4 2025.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.