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

Mission 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 		$2.61M Buy
+57,468
New +$2.62M 2.17% 6
2025
Q1 		$1.56M Buy
+34,218
New +$1.55M 1.44% 15
2021
Q4 		$1.08M Buy
+23,471
New +$1.25M 1.01% 27

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mission Financial Group opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2026: 57,468 shares worth $2.61M. The stake represents 2.17% of the portfolio and ranks #6 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in FBND as recently as Q1 2025.

Mission Financial Group first reported a position in FBND in Q4 2021 and has held it in 3 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Mission Financial Group held 57,468 shares of Fidelity Total Bond ETF worth $2.61M as of Q2 2026.
  • Fidelity Total Bond ETF was a new Mission Financial Group position in Q2 2026.
  • Fidelity Total Bond ETF made up 2.17% of Mission Financial Group's portfolio in Q2 2026, its #6 holding.
  • Mission Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.