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 Q2	$1.55M	Buy	34,004 +190	+0.6%	+$8.67K	0.99%	23
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 $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

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

Mosaic Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 0.56% in Q2 2026, buying an estimated $8.67K and bringing the position to 34,004 shares worth $1.55M. The position accounts for 0.99% of the portfolio, ranked #23.

Mosaic Financial Group first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Mosaic Financial Group held 34,004 shares of Fidelity Total Bond ETF worth $1.55M as of Q2 2026.
Mosaic Financial Group bought 190 Fidelity Total Bond ETF shares in Q2 2026, an estimated $8.67K.
Fidelity Total Bond ETF made up 0.99% of Mosaic Financial Group's portfolio in Q2 2026, its #23 holding.
Mosaic Financial Group first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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