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S Harris Financial Group’s Fidelity Total Bond ETF FBND Stock Holding History

S Harris Financial 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 		$16.6M Buy
364,738
+51,242
+16% +$2.34M 12.86% 1
2026
Q1 		$14.3M Buy
313,496
+29,675
+10% +$1.37M 13.04% 1
2025
Q4 		$13.1M Buy
+283,821
New +$13.2M 12.51% 1

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

S Harris Financial Group's FBND Position: Q2 2026 in Review

S Harris Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 16% in Q2 2026, buying an estimated $2.34M and bringing the position to 364,738 shares worth $16.6M. The position accounts for 12.86% of the portfolio, ranked #1.

S Harris Financial Group first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • S Harris Financial Group held 364,738 shares of Fidelity Total Bond ETF worth $16.6M as of Q2 2026.
  • S Harris Financial Group bought 51,242 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.34M.
  • Fidelity Total Bond ETF made up 12.86% of S Harris Financial Group's portfolio in Q2 2026, its #1 holding.
  • S Harris Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.