Marshall Financial Group (Maryland)’s Fidelity Total Bond ETF FBND Stock Holding History

Marshall Financial Group (Maryland)’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	$358K	Sell	7,865 -1,017	-11%	-$46.4K	0.05%	240
2026 Q1	$405K	Sell	8,882 -4,623	-34%	-$213K	0.06%	213
2025 Q4	$622K	Sell	13,505 -589	-4%	-$27.3K	0.12%	184
2025 Q3	$652K	Sell	14,094 -1,471	-9%	-$67.5K	0.13%	171
2025 Q2	$707K	Sell	15,565 -1,995	-11%	-$90.3K	0.14%	166
2025 Q1	$802K	Sell	17,560 -257	-1%	-$11.6K	0.18%	138
2024 Q4	$799K	Sell	17,817 -222	-1%	-$10.1K	0.19%	133
2024 Q3	$843K	Buy	+18,039	New	+$834K	0.2%	134

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

Marshall Financial Group (Maryland)'s FBND Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Fidelity Total Bond ETF (FBND) stake by 11% in Q2 2026, selling an estimated $46.4K and leaving 7,865 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #240.

Marshall Financial Group (Maryland) first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $843K in Q3 2024. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Marshall Financial Group (Maryland) held 7,865 shares of Fidelity Total Bond ETF worth $358K as of Q2 2026.
Marshall Financial Group (Maryland) sold 1,017 Fidelity Total Bond ETF shares in Q2 2026, an estimated $46.4K.
Fidelity Total Bond ETF made up 0.05% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #240 holding.
Marshall Financial Group (Maryland) first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
Marshall Financial Group (Maryland)'s Fidelity Total Bond ETF position peaked at $843K in Q3 2024.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.