Summit Wealth Group (Colorado)’s Fidelity Total Bond ETF FBND Stock Holding History

Summit Wealth Group (Colorado)’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	$1.09M	Buy	23,979 +11,524	+93%	+$526K	0.09%	123
2026 Q1	$568K	Buy	12,455 +927	+8%	+$42.8K	0.06%	163
2025 Q4	$531K	Buy	+11,528	New	+$535K	0.07%	138
2025 Q3	–	Sell	-11,318	Closed	-$520K	–	532
2025 Q2	$520K	Buy	+11,318	New	+$512K	0.13%	127

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

Summit Wealth Group (Colorado)'s FBND Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Fidelity Total Bond ETF (FBND) stake by 93% in Q2 2026, buying an estimated $526K and bringing the position to 23,979 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #123.

Summit Wealth Group (Colorado) first reported a position in FBND in Q2 2025 and has held it in 4 quarters since. 791 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Summit Wealth Group (Colorado) held 23,979 shares of Fidelity Total Bond ETF worth $1.09M as of Q2 2026.
Summit Wealth Group (Colorado) bought 11,524 Fidelity Total Bond ETF shares in Q2 2026, an estimated $526K.
Fidelity Total Bond ETF made up 0.09% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #123 holding.
Summit Wealth Group (Colorado) first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 4 quarters since.
791 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.