Aurora Private Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

Aurora Private Wealth’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	$372K	Buy	8,589 +587	+7%	+$26.3K	0.23%	104
2026 Q2	$364K	Buy	8,002 +95	+1%	+$4.33K	0.23%	103
2026 Q1	$364K	Hold	7,907	–	–	0.26%	97
2025 Q4	$364K	Buy	+7,907	New	+$367K	0.24%	97
2025 Q2	$421K	Buy	+9,211	New	+$417K	0.31%	82
2021 Q1	–	Sell	-11,496	Closed	-$624K	–	217
2020 Q4	$624K	Sell	11,496 -46	-0.4%	-$2.51K	0.26%	85
2020 Q3	$631K	Buy	11,542 +680	+6%	+$37.3K	0.27%	70
2020 Q2	$586K	Sell	10,862 -3,867	-26%	-$206K	0.27%	68
2020 Q1	$762K	Buy	+14,729	New	+$762K	0.27%	83

Other funds holding FBND

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

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

Aurora Private Wealth's FBND Position: Q3 2026 in Review

Aurora Private Wealth increased its Fidelity Total Bond ETF (FBND) stake by 7.3% in Q3 2026, buying an estimated $26.3K and bringing the position to 8,589 shares worth $372K. The position accounts for 0.23% of the portfolio, ranked #104.

Aurora Private Wealth first reported a position in FBND in Q1 2020 and has held it in 9 quarters since. The position peaked at $762K in Q1 2020. 482 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

Aurora Private Wealth held 8,589 shares of Fidelity Total Bond ETF worth $372K as of Q3 2026.
Aurora Private Wealth bought 587 Fidelity Total Bond ETF shares in Q3 2026, an estimated $26.3K.
Fidelity Total Bond ETF made up 0.23% of Aurora Private Wealth's portfolio in Q3 2026, its #104 holding.
Aurora Private Wealth first reported a position in Fidelity Total Bond ETF in Q1 2020 and has held it in 9 quarters since.
Aurora Private Wealth's Fidelity Total Bond ETF position peaked at $762K in Q1 2020.
482 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.