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

Victory 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	$6.58M	Sell	144,580 -97,597	-40%	-$4.45M	0.69%	25
2026 Q1	$11M	Sell	242,177 -33,291	-12%	-$1.54M	1.36%	16
2025 Q4	$12.7M	Sell	275,468 -359	-0.1%	-$16.7K	1.59%	16
2025 Q3	$12.8M	Buy	275,827 +35,812	+15%	+$1.64M	1.76%	16
2025 Q2	$11M	Buy	240,015 +2,496	+1%	+$113K	1.74%	15
2025 Q1	$10.7M	Buy	237,519 +155,693	+190%	+$7.05M	2.06%	13
2024 Q4	$3.67M	Buy	+81,826	New	+$3.74M	0.96%	22

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

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

Victory Financial Group reduced its Fidelity Total Bond ETF (FBND) stake by 40% in Q2 2026, selling an estimated $4.45M and leaving 144,580 shares worth $6.58M. The position accounts for 0.69% of the portfolio, ranked #25.

Victory Financial Group first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8M in Q3 2025. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Victory Financial Group held 144,580 shares of Fidelity Total Bond ETF worth $6.58M as of Q2 2026.
Victory Financial Group sold 97,597 Fidelity Total Bond ETF shares in Q2 2026, an estimated $4.45M.
Fidelity Total Bond ETF made up 0.69% of Victory Financial Group's portfolio in Q2 2026, its #25 holding.
Victory Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
Victory Financial Group's Fidelity Total Bond ETF position peaked at $12.8M in Q3 2025.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.