Montag & Associates’s Fidelity Total Bond ETF FBND Stock Holding History

Montag & Associates’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	$9.31K	Buy	+204	New	+$9.31K	﹤0.01%	766

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

Montag & Associates's FBND Position: Q2 2026 in Review

Montag & Associates opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2026: 204 shares worth $9.31K. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings.

788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Montag & Associates held 204 shares of Fidelity Total Bond ETF worth $9.31K as of Q2 2026.
Fidelity Total Bond ETF was a new Montag & Associates position in Q2 2026.
Fidelity Total Bond ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #766 holding.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.