Red Mountain Financial’s Fidelity Total Bond ETF FBND Stock Holding History

Red Mountain Financial’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	$3.74M	Buy	82,282 +2,435	+3%	+$111K	3.14%	9
2026 Q1	$3.64M	Sell	79,847 -3,865	-5%	-$178K	3.43%	8
2025 Q4	$3.85M	Sell	83,712 -4,471	-5%	-$207K	3.78%	7
2025 Q3	$4.08M	Buy	88,183 +973	+1%	+$44.7K	4.14%	6
2025 Q2	$3.99M	Sell	87,210 -2,507	-3%	-$113K	4.43%	5
2025 Q1	$4.1M	Buy	89,717 +26	+0%	+$1.18K	4.99%	5
2024 Q4	$4.02M	Buy	89,691 +4,405	+5%	+$201K	4.33%	6
2024 Q3	$3.99M	Buy	85,286 +4,978	+6%	+$230K	4.24%	6
2024 Q2	$3.61M	Buy	+80,308	New	+$3.6M	4.35%	6
2023 Q4	$2.49M	Buy	+54,110	New	+$2.39M	3.85%	6

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

Red Mountain Financial's FBND Position: Q2 2026 in Review

Red Mountain Financial increased its Fidelity Total Bond ETF (FBND) stake by 3% in Q2 2026, buying an estimated $111K and bringing the position to 82,282 shares worth $3.74M. The position accounts for 3.14% of the portfolio, ranked #9.

Red Mountain Financial first reported a position in FBND in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.1M in Q1 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Red Mountain Financial held 82,282 shares of Fidelity Total Bond ETF worth $3.74M as of Q2 2026.
Red Mountain Financial bought 2,435 Fidelity Total Bond ETF shares in Q2 2026, an estimated $111K.
Fidelity Total Bond ETF made up 3.14% of Red Mountain Financial's portfolio in Q2 2026, its #9 holding.
Red Mountain Financial first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 10 quarters since.
Red Mountain Financial's Fidelity Total Bond ETF position peaked at $4.1M in Q1 2025.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.