Merit Financial Group’s Fidelity Total Bond ETF FBND Stock Holding History

Merit 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	$1.52M	Buy	33,432 +2,360	+8%	+$108K	0.01%	868
2026 Q1	$1.42M	Buy	31,072 +18,739	+152%	+$864K	0.01%	833
2025 Q4	$568K	Buy	12,333 +7,489	+155%	+$348K	﹤0.01%	1235
2025 Q3	$224K	Buy	+4,844	New	+$222K	﹤0.01%	1604
2024 Q2	–	Sell	-6,321	Closed	-$282K	–	924
2024 Q1	$282K	Buy	+6,321	New	+$287K	0.01%	734

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

Merit Financial Group's FBND Position: Q2 2026 in Review

Merit Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 7.6% in Q2 2026, buying an estimated $108K and bringing the position to 33,432 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #868.

Merit Financial Group first reported a position in FBND in Q1 2024 and has held it in 5 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Merit Financial Group held 33,432 shares of Fidelity Total Bond ETF worth $1.52M as of Q2 2026.
Merit Financial Group bought 2,360 Fidelity Total Bond ETF shares in Q2 2026, an estimated $108K.
Fidelity Total Bond ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #868 holding.
Merit Financial Group first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 5 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.