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

Sunburst 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 		$54.1M Buy
1,190,025
+43,234
+4% +$1.97M 8.77% 2
2026
Q1 		$52.3M Buy
1,146,791
+36,355
+3% +$1.68M 9.64% 2
2025
Q4 		$51.1M Buy
1,110,436
+28,089
+3% +$1.3M 10.34% 2
2025
Q3 		$50M Buy
1,082,347
+19,120
+2% +$878K 10.54% 2
2025
Q2 		$48.6M Buy
1,063,227
+31,594
+3% +$1.43M 10.9% 2
2025
Q1 		$47.1M Buy
1,031,633
+45,167
+5% +$2.05M 11.56% 1
2024
Q4 		$44.3M Buy
986,466
+116,425
+13% +$5.32M 10.94% 1
2024
Q3 		$40.7M Sell
870,041
-10,319
-1% -$477K 10.31% 1
2024
Q2 		$39.6M Sell
880,360
-13,610
-2% -$610K 10.73% 1
2024
Q1 		$40.2M Sell
893,970
-15,427
-2% -$700K 11.37% 1
2023
Q4 		$41.9M Buy
909,397
+92,675
+11% +$4.09M 12.96% 1
2023
Q3 		$35.6M Buy
816,722
+331,662
+68% +$14.8M 12.55% 1
2023
Q2 		$22M Buy
485,060
+340,950
+237% +$15.6M 7.69% 3
2023
Q1 		$6.63M Buy
144,110
+14,663
+11% +$672K 2.44% 11
2022
Q4 		$5.83M Buy
+129,447
New +$5.81M 2.32% 13

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

Sunburst Financial Group's FBND Position: Q2 2026 in Review

Sunburst Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 3.8% in Q2 2026, buying an estimated $1.97M and bringing the position to 1,190,025 shares worth $54.1M. The position accounts for 8.77% of the portfolio, ranked #2.

Sunburst Financial Group first reported a position in FBND in Q4 2022 and has held it in 15 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Sunburst Financial Group held 1,190,025 shares of Fidelity Total Bond ETF worth $54.1M as of Q2 2026.
  • Sunburst Financial Group bought 43,234 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.97M.
  • Fidelity Total Bond ETF made up 8.77% of Sunburst Financial Group's portfolio in Q2 2026, its #2 holding.
  • Sunburst Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.