Marks Group Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Marks Group Wealth Management’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 Q3	–	Sell	-77,859	Closed	-$3.54M	–	361
2026 Q2	$3.54M	Sell	77,859 -2,133	-3%	-$97.3K	0.31%	84
2026 Q1	$3.65M	Buy	79,992 +72,241	+932%	+$3.33M	0.35%	94
2025 Q4	$357K	Buy	+7,751	New	+$360K	0.03%	274
2022 Q3	–	Sell	-204,283	Closed	-$9.5M	–	284
2022 Q2	$9.5M	Sell	204,283 -3,891	-2%	-$185K	1.37%	5
2022 Q1	$10.4M	Buy	208,174 +12,374	+6%	+$633K	1.3%	7
2021 Q4	$10.4M	Buy	195,800 +5,895	+3%	+$313K	1.26%	8
2021 Q3	$10.1M	Buy	189,905 +6,083	+3%	+$326K	1.36%	8
2021 Q2	$9.8M	Buy	183,822 +17,084	+10%	+$904K	1.35%	8
2021 Q1	$8.73M	Buy	166,738 +24,694	+17%	+$1.32M	1.29%	11
2020 Q4	$7.71M	Buy	142,044 +132,949	+1,462%	+$7.26M	1.2%	10
2020 Q3	$497K	Buy	+9,095	New	+$499K	0.09%	171

Other funds holding FBND

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Marks Group Wealth Management's FBND Position: Q3 2026 in Review

Marks Group Wealth Management sold out of Fidelity Total Bond ETF (FBND) in Q3 2026, closing a stake of 77,859 shares — an estimated $3.54M sold.

Marks Group Wealth Management first reported a position in FBND in Q3 2020 and held it in 11 quarters. The position peaked at $10.4M in Q4 2021. 649 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

Marks Group Wealth Management reported no remaining Fidelity Total Bond ETF position as of Q3 2026 after selling out during the quarter.
Marks Group Wealth Management sold 77,859 Fidelity Total Bond ETF shares in Q3 2026, an estimated $3.54M.
Marks Group Wealth Management first reported a position in Fidelity Total Bond ETF in Q3 2020 and held it in 11 quarters.
Marks Group Wealth Management's Fidelity Total Bond ETF position peaked at $10.4M in Q4 2021.
649 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.