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

OmniStar 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	$9.62M	Buy	211,537 +14,650	+7%	+$668K	4.43%	3
2026 Q1	$8.98M	Buy	196,887 +33,130	+20%	+$1.53M	4.66%	3
2025 Q4	$7.54M	Buy	163,757 +6,136	+4%	+$285K	4.42%	4
2025 Q3	$7.29M	Sell	157,621 -1,176	-0.7%	-$54K	4.41%	4
2025 Q2	$7.26M	Buy	158,797 +14,488	+10%	+$656K	5.44%	2
2025 Q1	$6.6M	Buy	144,309 +15,668	+12%	+$710K	5.2%	2
2024 Q4	$5.77M	Buy	128,641 +5,509	+4%	+$252K	4.64%	3
2024 Q3	$5.76M	Buy	123,132 +23,244	+23%	+$1.07M	4.32%	3
2024 Q2	$4.49M	Buy	99,888 +9,837	+11%	+$441K	4.06%	3
2024 Q1	$4.08M	Buy	+90,051	New	+$4.09M	3.74%	3
2023 Q4	–	Sell	-78,702	Closed	-$3.44M	–	88
2023 Q3	$3.44M	Buy	78,702 +1,502	+2%	+$67.2K	4.08%	6
2023 Q2	$3.51M	Buy	77,200 +15,911	+26%	+$728K	4.12%	5
2023 Q1	$2.82M	Buy	+61,289	New	+$2.81M	3.58%	5

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

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

OmniStar Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 7.4% in Q2 2026, buying an estimated $668K and bringing the position to 211,537 shares worth $9.62M. The position accounts for 4.43% of the portfolio, ranked #3.

OmniStar Financial Group first reported a position in FBND in Q1 2023 and has held it in 13 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

OmniStar Financial Group held 211,537 shares of Fidelity Total Bond ETF worth $9.62M as of Q2 2026.
OmniStar Financial Group bought 14,650 Fidelity Total Bond ETF shares in Q2 2026, an estimated $668K.
Fidelity Total Bond ETF made up 4.43% of OmniStar Financial Group's portfolio in Q2 2026, its #3 holding.
OmniStar Financial Group first reported a position in Fidelity Total Bond ETF in Q1 2023 and has held it in 13 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on OmniStar Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.