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Cooper Financial Group’s Fidelity Total Bond ETF FBND Stock Holding History

Cooper Financial 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 		$7.32M Buy
169,041
+2,449
+1% +$110K 0.58% 33
2026
Q2 		$7.58M Sell
166,592
-19,502
-10% -$890K 0.63% 31
2026
Q1 		$8.49M Sell
186,094
-4,910
-3% -$226K 0.86% 23
2025
Q4 		$8.79M Buy
191,004
+8,145
+4% +$378K 0.94% 22
2025
Q3 		$8.46M Sell
182,859
-10,418
-5% -$478K 0.94% 22
2025
Q2 		$8.84M Sell
193,277
-12,317
-6% -$558K 1.04% 18
2025
Q1 		$9.39M Buy
205,594
+75,814
+58% +$3.43M 1.24% 16
2024
Q4 		$5.82M Buy
129,780
+6,742
+5% +$308K 0.7% 30
2024
Q3 		$5.75M Buy
123,038
+117,545
+2,140% +$5.43M 0.75% 28
2024
Q2 		$247K Buy
+5,493
New +$246K 0.04% 336
2020
Q3 		– Sell
-8,995
Closed -$485K – 208
2020
Q2 		$485K Buy
8,995
+323
+4% +$17.2K 0.16% 94
2020
Q1 		$449K Sell
8,672
-211
-2% -$10.9K 0.19% 76
2019
Q4 		$460K Sell
8,883
-85
-0.9% -$4.39K 0.18% 78
2019
Q3 		$464K Sell
8,968
-450
-5% -$23.2K 0.21% 70
2019
Q2 		$481K Buy
9,418
+149
+2% +$7.49K 0.23% 66
2019
Q1 		$463K Buy
9,269
+1,418
+18% +$69.8K 0.26% 60
2018
Q4 		$381K Buy
+7,851
New +$378K 0.26% 63

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
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
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Cooper Financial Group's FBND Position: Q3 2026 in Review

Cooper Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 1.5% in Q3 2026, buying an estimated $110K and bringing the position to 169,041 shares worth $7.32M. The position accounts for 0.58% of the portfolio, ranked #33.

Cooper Financial Group first reported a position in FBND in Q4 2018 and has held it in 17 quarters since. The position peaked at $9.39M in Q1 2025. 41 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Cooper Financial Group held 169,041 shares of Fidelity Total Bond ETF worth $7.32M as of Q3 2026.
  • Cooper Financial Group bought 2,449 Fidelity Total Bond ETF shares in Q3 2026, an estimated $110K.
  • Fidelity Total Bond ETF made up 0.58% of Cooper Financial Group's portfolio in Q3 2026, its #33 holding.
  • Cooper Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2018 and has held it in 17 quarters since.
  • Cooper Financial Group's Fidelity Total Bond ETF position peaked at $9.39M in Q1 2025.
  • 41 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.