Prosperity Consulting Group’s Fidelity Total Bond ETF FBND Stock Holding History

Prosperity Consulting 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	$6.56M	Buy	144,217 +15,667	+12%	+$715K	0.25%	75
2026 Q1	$5.86M	Buy	128,550 +12,727	+11%	+$587K	0.26%	70
2025 Q4	$5.33M	Buy	115,823 +8,955	+8%	+$416K	0.24%	78
2025 Q3	$4.94M	Buy	106,868 +12,194	+13%	+$560K	0.24%	78
2025 Q2	$4.33M	Buy	94,674 +3,094	+3%	+$140K	0.32%	74
2025 Q1	$4.18M	Buy	91,580 +13,202	+17%	+$598K	0.32%	74
2024 Q4	$3.52M	Buy	78,378 +302	+0.4%	+$13.8K	0.26%	85
2024 Q3	$3.65M	Buy	78,076 +2,923	+4%	+$135K	0.28%	83
2024 Q2	$3.38M	Buy	75,153 +1,451	+2%	+$65K	0.46%	56
2024 Q1	$3.34M	Buy	73,702 +60,039	+439%	+$2.72M	0.42%	74
2023 Q4	$629K	Buy	+13,663	New	+$603K	0.21%	89
2022 Q2	–	Sell	-20,029	Closed	-$997K	–	90
2022 Q1	$997K	Sell	20,029 -4,652	-19%	-$238K	0.74%	35
2021 Q4	$1.28M	Buy	+24,681	New	+$1.31M	0.96%	29

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

Prosperity Consulting Group's FBND Position: Q2 2026 in Review

Prosperity Consulting Group increased its Fidelity Total Bond ETF (FBND) stake by 12% in Q2 2026, buying an estimated $715K and bringing the position to 144,217 shares worth $6.56M. The position accounts for 0.25% of the portfolio, ranked #75.

Prosperity Consulting Group first reported a position in FBND in Q4 2021 and has held it in 13 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Prosperity Consulting Group held 144,217 shares of Fidelity Total Bond ETF worth $6.56M as of Q2 2026.
Prosperity Consulting Group bought 15,667 Fidelity Total Bond ETF shares in Q2 2026, an estimated $715K.
Fidelity Total Bond ETF made up 0.25% of Prosperity Consulting Group's portfolio in Q2 2026, its #75 holding.
Prosperity Consulting Group first reported a position in Fidelity Total Bond ETF in Q4 2021 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 Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.