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M Holdings Securities’s Fidelity Total Bond ETF FBND Stock Holding History

M Holdings Securities’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
-73,573
Closed -$3.36M – 194
2026
Q1 		$3.36M Sell
73,573
-34,782
-32% -$1.6M 0.23% 88
2025
Q4 		$4.99M Buy
+108,355
New +$5.03M 0.36% 56

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M Holdings Securities's FBND Position: Q2 2026 in Review

M Holdings Securities sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 73,573 shares — an estimated $3.36M sold.

M Holdings Securities first reported a position in FBND in Q4 2025 and held it in 2 quarters. The position peaked at $4.99M in Q4 2025. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • M Holdings Securities reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 73,573 Fidelity Total Bond ETF shares in Q2 2026, an estimated $3.36M.
  • M Holdings Securities first reported a position in Fidelity Total Bond ETF in Q4 2025 and held it in 2 quarters.
  • M Holdings Securities's Fidelity Total Bond ETF position peaked at $4.99M in Q4 2025.
  • 792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.