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

Mainsail 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	$907K	Sell	19,941 -45,576	-70%	-$2.08M	0.31%	48
2026 Q1	$2.99M	Sell	65,517 -4,694	-7%	-$216K	1.25%	26
2025 Q4	$3.23M	Sell	70,211 -248	-0.4%	-$11.5K	1.34%	24
2025 Q3	$3.26M	Sell	70,459 -937	-1%	-$43K	1.4%	24
2025 Q2	$3.23M	Buy	+71,396	New	+$3.23M	1.51%	23

Other funds holding FBND

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Mainsail Financial Group reduced its Fidelity Total Bond ETF (FBND) stake by 70% in Q2 2026, selling an estimated $2.08M and leaving 19,941 shares worth $907K. The position accounts for 0.31% of the portfolio, ranked #48.

Mainsail Financial Group first reported a position in FBND in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.26M in Q3 2025. 188 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Mainsail Financial Group held 19,941 shares of Fidelity Total Bond ETF worth $907K as of Q2 2026.
Mainsail Financial Group sold 45,576 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.08M.
Fidelity Total Bond ETF made up 0.31% of Mainsail Financial Group's portfolio in Q2 2026, its #48 holding.
Mainsail Financial Group first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 5 quarters since.
Mainsail Financial Group's Fidelity Total Bond ETF position peaked at $3.26M in Q3 2025.
188 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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