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

Larson 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	$41.5M	Buy	912,200 +153,366	+20%	+$7M	1.09%	15
2026 Q1	$34.6M	Buy	758,834 +106,166	+16%	+$4.9M	1.11%	16
2025 Q4	$30M	Buy	652,668 +48,083	+8%	+$2.23M	1%	18
2025 Q3	$28M	Buy	604,585 +138,489	+30%	+$6.36M	0.98%	18
2025 Q2	$21.3M	Buy	466,096 +141,810	+44%	+$6.42M	0.85%	19
2025 Q1	$14.8M	Buy	324,286 +108,046	+50%	+$4.89M	0.7%	30
2024 Q4	$9.7M	Buy	216,240 +90,736	+72%	+$4.15M	0.5%	47
2024 Q3	$5.87M	Buy	125,504 +117,004	+1,377%	+$5.41M	0.33%	59
2024 Q2	$382K	Buy	8,500 +8,336	+5,083%	+$373K	0.03%	326
2024 Q1	$7.43K	Sell	164 -720	-81%	-$32.7K	﹤0.01%	1115
2023 Q4	$40.7K	Sell	884 -442	-33%	-$19.5K	﹤0.01%	694
2023 Q3	$57.8K	Hold	1,326	–	–	0.01%	576
2023 Q2	$60.2K	Hold	1,326	–	–	0.01%	519
2023 Q1	$61K	Buy	1,326 +1,190	+875%	+$54.5K	0.01%	511
2022 Q4	$6.12K	Sell	136 -296	-69%	-$13.3K	﹤0.01%	989
2022 Q3	$19K	Buy	432 +3	+0.7%	+$140	﹤0.01%	642
2022 Q2	$20K	Buy	429 +2	+0.5%	+$95	﹤0.01%	547
2022 Q1	$21K	Buy	427 +21	+5%	+$1.07K	﹤0.01%	518
2021 Q4	$22K	Buy	+406	New	+$21.5K	﹤0.01%	517

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

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

Larson Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 20% in Q2 2026, buying an estimated $7M and bringing the position to 912,200 shares worth $41.5M. The position accounts for 1.09% of the portfolio, ranked #15.

Larson Financial Group first reported a position in FBND in Q4 2021 and has held it in 19 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Larson Financial Group held 912,200 shares of Fidelity Total Bond ETF worth $41.5M as of Q2 2026.
Larson Financial Group bought 153,366 Fidelity Total Bond ETF shares in Q2 2026, an estimated $7M.
Fidelity Total Bond ETF made up 1.09% of Larson Financial Group's portfolio in Q2 2026, its #15 holding.
Larson Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 19 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.