Capital CS Group’s Fidelity Total Bond ETF FBND Stock Holding History

Capital CS 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	$250K	Buy	5,781 +915	+19%	+$41K	0.19%	61
2026 Q2	$221K	Sell	4,866 -1,718	-26%	-$78.4K	0.17%	59
2026 Q1	$300K	Buy	6,584 +789	+14%	+$36.4K	0.62%	36
2025 Q4	$267K	Sell	5,795 -429	-7%	-$19.9K	0.41%	40
2025 Q3	$288K	Buy	6,224 +286	+5%	+$13.1K	0.45%	43
2025 Q2	$272K	Sell	5,938 -632	-10%	-$28.6K	0.44%	47
2025 Q1	$300K	Sell	6,570 -691	-10%	-$31.3K	0.48%	28
2024 Q4	$326K	Buy	7,261 +1,090	+18%	+$49.8K	0.43%	34
2024 Q3	$288K	Buy	6,171 +144	+2%	+$6.66K	0.34%	48
2024 Q2	$271K	Buy	6,027 +294	+5%	+$13.2K	0.3%	55
2024 Q1	$260K	Buy	5,733 +183	+3%	+$8.3K	0.25%	67
2023 Q4	$256K	Buy	+5,550	New	+$245K	0.28%	44
2023 Q3	–	Sell	-7,928	Closed	-$360K	–	86
2023 Q2	$360K	Buy	+7,928	New	+$363K	0.36%	36

Other funds holding FBND

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Ritholtz Wealth Management New York $6.96B AUM 24% 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

Capital CS Group's FBND Position: Q3 2026 in Review

Capital CS Group increased its Fidelity Total Bond ETF (FBND) stake by 19% in Q3 2026, buying an estimated $41K and bringing the position to 5,781 shares worth $250K. The position accounts for 0.19% of the portfolio, ranked #61.

Capital CS Group first reported a position in FBND in Q2 2023 and has held it in 13 quarters since. The position peaked at $360K in Q2 2023. 540 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

Capital CS Group held 5,781 shares of Fidelity Total Bond ETF worth $250K as of Q3 2026.
Capital CS Group bought 915 Fidelity Total Bond ETF shares in Q3 2026, an estimated $41K.
Fidelity Total Bond ETF made up 0.19% of Capital CS Group's portfolio in Q3 2026, its #61 holding.
Capital CS Group first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 13 quarters since.
Capital CS Group's Fidelity Total Bond ETF position peaked at $360K in Q2 2023.
540 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Capital CS Group's 13F filing for Q3 2026, filed 29 Oct 2026.