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 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	-$9.51M	–	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 $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

Marks Group Wealth Management's FBND Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 2.7% in Q2 2026, selling an estimated $97.3K and leaving 77,859 shares worth $3.54M. The position accounts for 0.31% of the portfolio, ranked #84.

Marks Group Wealth Management first reported a position in FBND in Q3 2020 and has held it in 11 quarters since. The position peaked at $10.4M in Q4 2021. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Marks Group Wealth Management held 77,859 shares of Fidelity Total Bond ETF worth $3.54M as of Q2 2026.
Marks Group Wealth Management sold 2,133 Fidelity Total Bond ETF shares in Q2 2026, an estimated $97.3K.
Fidelity Total Bond ETF made up 0.31% of Marks Group Wealth Management's portfolio in Q2 2026, its #84 holding.
Marks Group Wealth Management first reported a position in Fidelity Total Bond ETF in Q3 2020 and has held it in 11 quarters since.
Marks Group Wealth Management's Fidelity Total Bond ETF position peaked at $10.4M in Q4 2021.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.