AWE
FBND icon

Avidian Wealth Enterprises’s Fidelity Total Bond ETF FBND Stock Holding History

Avidian Wealth Enterprises’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 		$1.46M Sell
33,650
-7,425
-18% -$332K 0.04% 260
2026
Q2 		$1.87M Buy
41,075
+1,134
+3% +$51.7K 0.05% 225
2026
Q1 		$1.82M Buy
39,941
+6,969
+21% +$321K 0.06% 206
2025
Q4 		$1.52M Buy
32,972
+2,917
+10% +$135K 0.06% 174
2025
Q3 		$1.39M Buy
30,055
+14,945
+99% +$686K 0.05% 176
2025
Q2 		$691K Buy
15,110
+73
+0.5% +$3.3K 0.03% 265
2025
Q1 		$686K Sell
15,037
-81,659
-84% -$3.7M 0.03% 249
2024
Q4 		$4.34M Sell
96,696
-547
-0.6% -$25K 0.19% 77
2024
Q3 		$4.55M Sell
97,243
-1,526
-2% -$70.5K 0.21% 70
2024
Q2 		$4.44M Buy
98,769
+10,446
+12% +$468K 0.18% 73
2024
Q1 		$4M Buy
+88,323
New +$4.01M 0.19% 72

Other funds holding FBND

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Avidian Wealth Enterprises's FBND Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Fidelity Total Bond ETF (FBND) stake by 18% in Q3 2026, selling an estimated $332K and leaving 33,650 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #260.

Avidian Wealth Enterprises first reported a position in FBND in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.55M in Q3 2024. 43 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Avidian Wealth Enterprises held 33,650 shares of Fidelity Total Bond ETF worth $1.46M as of Q3 2026.
  • Avidian Wealth Enterprises sold 7,425 Fidelity Total Bond ETF shares in Q3 2026, an estimated $332K.
  • Fidelity Total Bond ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #260 holding.
  • Avidian Wealth Enterprises first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Avidian Wealth Enterprises's Fidelity Total Bond ETF position peaked at $4.55M in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.