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 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	-$9.51M	–	284
2022 Q2	$9.51M	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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Marks Group Wealth Management's FBND Position: Q1 2026 in Review

Marks Group Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 932% in Q1 2026, buying an estimated $3.33M and bringing the position to 79,992 shares worth $3.65M. The position accounts for 0.35% of the portfolio, ranked #94.

Marks Group Wealth Management first reported a position in FBND in Q3 2020 and has held it in 10 quarters since. The position peaked at $10.4M in Q4 2021. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Marks Group Wealth Management held 79,992 shares of Fidelity Total Bond ETF worth $3.65M as of Q1 2026.
Marks Group Wealth Management bought 72,241 Fidelity Total Bond ETF shares in Q1 2026, an estimated $3.33M.
Fidelity Total Bond ETF made up 0.35% of Marks Group Wealth Management's portfolio in Q1 2026, its #94 holding.
Marks Group Wealth Management first reported a position in Fidelity Total Bond ETF in Q3 2020 and has held it in 10 quarters since.
Marks Group Wealth Management's Fidelity Total Bond ETF position peaked at $10.4M in Q4 2021.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.