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

Box Hill 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	–	Sell	-25,240	Closed	-$1.15M	–	77
2026 Q2	$1.15M	Sell	25,240 -2,131	-8%	-$97.2K	0.92%	27
2026 Q1	$1.25M	Buy	27,371 +5,081	+23%	+$234K	1.23%	21
2025 Q4	$1.03M	Buy	+22,290	New	+$1.03M	1.04%	27

Other funds holding FBND

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

GPI

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Box Hill Private Wealth's FBND Position: Q3 2026 in Review

Box Hill Private Wealth sold out of Fidelity Total Bond ETF (FBND) in Q3 2026, closing a stake of 25,240 shares — an estimated $1.15M sold.

Box Hill Private Wealth first reported a position in FBND in Q4 2025 and held it in 3 quarters. The position peaked at $1.25M in Q1 2026. 3 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

Box Hill Private Wealth reported no remaining Fidelity Total Bond ETF position as of Q3 2026 after selling out during the quarter.
Box Hill Private Wealth sold 25,240 Fidelity Total Bond ETF shares in Q3 2026, an estimated $1.15M.
Box Hill Private Wealth first reported a position in Fidelity Total Bond ETF in Q4 2025 and held it in 3 quarters.
Box Hill Private Wealth's Fidelity Total Bond ETF position peaked at $1.25M in Q1 2026.
3 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.