PFG Investments’s Fidelity Total Bond ETF FBND Stock Holding History

PFG Investments’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	$1.02M	Buy	22,399 +9,721	+77%	+$443K	0.04%	389
2026 Q1	$578K	Buy	12,678 +1,427	+13%	+$65.8K	0.03%	548
2025 Q4	$518K	Sell	11,251 -310	-3%	-$14.4K	0.02%	561
2025 Q3	$535K	Buy	11,561 +1,520	+15%	+$69.8K	0.03%	528
2025 Q2	$459K	Buy	10,041 +859	+9%	+$38.9K	0.03%	555
2025 Q1	$419K	Buy	9,182 +282	+3%	+$12.8K	0.03%	565
2024 Q4	$399K	Buy	8,900 +5	+0.1%	+$228	0.02%	591
2024 Q3	$416K	Buy	8,895 +104	+1%	+$4.81K	0.03%	570
2024 Q2	$395K	Sell	8,791 -195	-2%	-$8.73K	0.03%	544
2024 Q1	$407K	Buy	+8,986	New	+$408K	0.02%	613

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

PFG Investments's FBND Position: Q2 2026 in Review

PFG Investments increased its Fidelity Total Bond ETF (FBND) stake by 77% in Q2 2026, buying an estimated $443K and bringing the position to 22,399 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #389.

PFG Investments first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

PFG Investments held 22,399 shares of Fidelity Total Bond ETF worth $1.02M as of Q2 2026.
PFG Investments bought 9,721 Fidelity Total Bond ETF shares in Q2 2026, an estimated $443K.
Fidelity Total Bond ETF made up 0.04% of PFG Investments's portfolio in Q2 2026, its #389 holding.
PFG Investments first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.