NFG
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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

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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. 248 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.
  • 248 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.