Post Resch Tallon Group’s Fidelity Total Bond ETF FBND Stock Holding History

Post Resch Tallon 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	$1.02M	Sell	22,522 -250	-1%	-$11.4K	0.71%	35
2026 Q1	$1.04M	Buy	22,772 +266	+1%	+$12.3K	0.84%	32
2025 Q4	$1.04M	Sell	22,506 -110	-0.5%	-$5.1K	0.88%	29
2025 Q3	$1.05M	Hold	22,616	–	–	0.93%	29
2025 Q2	$1.03M	Buy	22,616 +530	+2%	+$24K	1%	28
2025 Q1	$1.01M	Sell	22,086 -160	-0.7%	-$7.25K	1.03%	28
2024 Q4	$999K	Buy	+22,246	New	+$1.02M	0.96%	28

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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

Post Resch Tallon Group's FBND Position: Q2 2026 in Review

Post Resch Tallon Group reduced its Fidelity Total Bond ETF (FBND) stake by 1.1% in Q2 2026, selling an estimated $11.4K and leaving 22,522 shares worth $1.02M. The position accounts for 0.71% of the portfolio, ranked #35.

Post Resch Tallon Group first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q3 2025. 277 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Post Resch Tallon Group held 22,522 shares of Fidelity Total Bond ETF worth $1.02M as of Q2 2026.
Post Resch Tallon Group sold 250 Fidelity Total Bond ETF shares in Q2 2026, an estimated $11.4K.
Fidelity Total Bond ETF made up 0.71% of Post Resch Tallon Group's portfolio in Q2 2026, its #35 holding.
Post Resch Tallon Group first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
Post Resch Tallon Group's Fidelity Total Bond ETF position peaked at $1.05M in Q3 2025.
277 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.