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

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

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. 793 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.
793 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.