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

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

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. 792 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.
792 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.