CA
FBND icon

CGN Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

CGN Advisors’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
Q2 		$851K Buy
18,717
+342
+2% +$15.6K 0.06% 196
2026
Q1 		$838K Sell
18,375
-3,923
-18% -$181K 0.07% 193
2025
Q4 		$1.03M Buy
22,298
+799
+4% +$37.1K 0.08% 180
2025
Q3 		$994K Sell
21,499
-83
-0.4% -$3.81K 0.08% 171
2025
Q2 		$987K Sell
21,582
-183
-0.8% -$8.28K 0.09% 171
2025
Q1 		$994K Buy
21,765
+1,336
+7% +$60.5K 0.1% 170
2024
Q4 		$917K Buy
20,429
+5,271
+35% +$241K 0.09% 174
2024
Q3 		$708K Sell
15,158
-998
-6% -$46.1K 0.07% 183
2024
Q2 		$726K Buy
16,156
+4,694
+41% +$210K 0.08% 174
2024
Q1 		$519K Buy
11,462
+336
+3% +$15.2K 0.07% 182
2023
Q4 		$512K Buy
11,126
+3,217
+41% +$142K 0.07% 178
2023
Q3 		$345K Buy
7,909
+1,097
+16% +$49.1K 0.05% 202
2023
Q2 		$309K Buy
+6,812
New +$312K 0.04% 196
2022
Q4 		– Sell
-15,934
Closed -$708K – 220
2022
Q3 		$708K Buy
+15,934
New +$744K 0.18% 140

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return