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

ABLE 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 Q3	$37.4M	Buy	862,676 +71,000	+9%	+$3.18M	5.84%	1
2026 Q2	$36M	Buy	791,676 +44,127	+6%	+$2.01M	6.04%	1
2026 Q1	$34.1M	Buy	747,549 +69,911	+10%	+$3.22M	6.67%	1
2025 Q4	$31.2M	Buy	677,638 +90,859	+15%	+$4.22M	6.34%	1
2025 Q3	$27.1M	Buy	586,779 +46,147	+9%	+$2.12M	5.88%	1
2025 Q2	$24.7M	Buy	540,632 +35,211	+7%	+$1.59M	5.97%	2
2025 Q1	$23.1M	Buy	505,421 +28,796	+6%	+$1.3M	6.47%	2
2024 Q4	$21.4M	Buy	476,625 +270,489	+131%	+$12.4M	6.32%	1
2024 Q3	$9.6M	Buy	206,136 +138,821	+206%	+$6.42M	2.98%	9
2024 Q2	$3.02M	Buy	67,315 +13,482	+25%	+$604K	1.09%	24
2024 Q1	$2.44M	Buy	53,833 +4,958	+10%	+$225K	0.96%	26
2023 Q4	$2.25M	Buy	48,875 +41,538	+566%	+$1.83M	0.97%	25
2023 Q3	$320K	Buy	+7,337	New	+$328K	0.16%	106

Other funds holding FBND

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

ABLE Financial Group's FBND Position: Q3 2026 in Review

ABLE Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 9% in Q3 2026, buying an estimated $3.18M and bringing the position to 862,676 shares worth $37.4M. The position accounts for 5.84% of the portfolio, ranked #1.

ABLE Financial Group first reported a position in FBND in Q3 2023 and has held it in 13 quarters since. 230 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

ABLE Financial Group held 862,676 shares of Fidelity Total Bond ETF worth $37.4M as of Q3 2026.
ABLE Financial Group bought 71,000 Fidelity Total Bond ETF shares in Q3 2026, an estimated $3.18M.
Fidelity Total Bond ETF made up 5.84% of ABLE Financial Group's portfolio in Q3 2026, its #1 holding.
ABLE Financial Group first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 13 quarters since.
230 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.