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

Nations 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	$9.09M	Buy	199,888 +12,531	+7%	+$572K	0.43%	53
2026 Q1	$8.55M	Buy	187,357 +50,885	+37%	+$2.35M	0.44%	51
2025 Q4	$6.28M	Buy	136,472 +32,830	+32%	+$1.52M	0.33%	74
2025 Q3	$4.79M	Buy	103,642 +78,266	+308%	+$3.59M	0.3%	82
2025 Q2	$1.16M	Buy	25,376 +1,074	+4%	+$48.6K	0.08%	260
2025 Q1	$1.11M	Buy	24,302 +1,148	+5%	+$52K	0.08%	254
2024 Q4	$1.04M	Buy	23,154 +3,536	+18%	+$162K	0.08%	265
2024 Q3	$917K	Buy	19,618 +6,166	+46%	+$285K	0.07%	301
2024 Q2	$604K	Buy	+13,452	New	+$603K	0.05%	366

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 22.9% 1-Year Est. Return

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

Nations Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 6.7% in Q2 2026, buying an estimated $572K and bringing the position to 199,888 shares worth $9.09M. The position accounts for 0.43% of the portfolio, ranked #53.

Nations Financial Group first reported a position in FBND in Q2 2024 and has held it in 9 quarters since. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Nations Financial Group held 199,888 shares of Fidelity Total Bond ETF worth $9.09M as of Q2 2026.
Nations Financial Group bought 12,531 Fidelity Total Bond ETF shares in Q2 2026, an estimated $572K.
Fidelity Total Bond ETF made up 0.43% of Nations Financial Group's portfolio in Q2 2026, its #53 holding.
Nations Financial Group first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 9 quarters since.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.