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

Mosaic 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 Q1	$1.54M	Buy	33,814 +1,392	+4%	+$64.2K	1.1%	22
2025 Q4	$1.49M	Buy	32,422 +163	+0.5%	+$7.56K	1.02%	23
2025 Q3	$1.49M	Buy	32,259 +2,706	+9%	+$124K	1.06%	24
2025 Q2	$1.35M	Buy	29,553 +124	+0.4%	+$5.61K	1.03%	24
2025 Q1	$1.34M	Buy	29,429 +17	+0.1%	+$770	1.09%	21
2024 Q4	$1.32M	Buy	29,412 +2,380	+9%	+$109K	0.95%	27
2024 Q3	$1.26M	Buy	27,032 +7,675	+40%	+$355K	0.9%	29
2024 Q2	$870K	Buy	19,357 +14,928	+337%	+$669K	0.62%	42
2024 Q1	$201K	Buy	+4,429	New	+$201K	0.16%	120

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mosaic Financial Group's FBND Position: Q1 2026 in Review

Mosaic Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 4.3% in Q1 2026, buying an estimated $64.2K and bringing the position to 33,814 shares worth $1.54M. The position accounts for 1.1% of the portfolio, ranked #22.

Mosaic Financial Group first reported a position in FBND in Q1 2024 and has held it in 9 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Mosaic Financial Group held 33,814 shares of Fidelity Total Bond ETF worth $1.54M as of Q1 2026.
Mosaic Financial Group bought 1,392 Fidelity Total Bond ETF shares in Q1 2026, an estimated $64.2K.
Fidelity Total Bond ETF made up 1.1% of Mosaic Financial Group's portfolio in Q1 2026, its #22 holding.
Mosaic Financial Group first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 9 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.