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 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 $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Victory Financial Group's FBND Position: Q1 2026 in Review

Victory Financial Group reduced its Fidelity Total Bond ETF (FBND) stake by 12% in Q1 2026, selling an estimated $1.54M and leaving 242,177 shares worth $11M. The position accounts for 1.36% of the portfolio, ranked #16.

Victory Financial Group first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.8M in Q3 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Victory Financial Group held 242,177 shares of Fidelity Total Bond ETF worth $11M as of Q1 2026.
Victory Financial Group sold 33,291 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.54M.
Fidelity Total Bond ETF made up 1.36% of Victory Financial Group's portfolio in Q1 2026, its #16 holding.
Victory Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
Victory Financial Group's Fidelity Total Bond ETF position peaked at $12.8M in Q3 2025.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.