Johnson Financial Group Inc (Wisconsin)’s Fidelity Total Bond ETF FBND Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-108	Closed	-$4.95K	–	863
2026 Q1	$4.95K	Hold	108	–	–	﹤0.01%	693
2025 Q4	$5K	Buy	+108	New	+$5.01K	﹤0.01%	713
2024 Q4	–	Sell	-161	Closed	-$7.55K	–	887
2024 Q3	$7.55K	Buy	+161	New	+$7.44K	﹤0.01%	721

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

Johnson Financial Group Inc (Wisconsin)'s FBND Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 108 shares — an estimated $4.95K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in FBND in Q3 2024 and held it in 3 quarters. The position peaked at $7.55K in Q3 2024. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 108 Fidelity Total Bond ETF shares in Q2 2026, an estimated $4.95K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Fidelity Total Bond ETF in Q3 2024 and held it in 3 quarters.
Johnson Financial Group Inc (Wisconsin)'s Fidelity Total Bond ETF position peaked at $7.55K in Q3 2024.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.