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

Mustico 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 		$14.1M Buy
313,408
+51,072
+19% +$2.33M 9.16% 3
2026
Q1 		$12.1M Buy
262,336
+62,579
+31% +$2.89M 8.42% 4
2025
Q4 		$9.22M Buy
199,757
+54,085
+37% +$2.51M 7.12% 6
2025
Q3 		$6.51M Buy
145,672
+16,242
+13% +$746K 6.6% 6
2025
Q2 		$5.94M Buy
+129,430
New +$5.86M 5.48% 7

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

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

Mustico Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 19% in Q2 2026, buying an estimated $2.33M and bringing the position to 313,408 shares worth $14.1M. The position accounts for 9.16% of the portfolio, ranked #3.

Mustico Financial Group first reported a position in FBND in Q2 2025 and has held it in 5 quarters since. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Mustico Financial Group held 313,408 shares of Fidelity Total Bond ETF worth $14.1M as of Q2 2026.
  • Mustico Financial Group bought 51,072 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.33M.
  • Fidelity Total Bond ETF made up 9.16% of Mustico Financial Group's portfolio in Q2 2026, its #3 holding.
  • Mustico Financial Group first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Mustico Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.