Crane Advisory’s Fidelity Total Bond ETF FBND Stock Holding History

Crane Advisory’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	$44.4M	Sell	1,026,155 -78	-0%	-$3.49K	6.28%	7
2026 Q2	$46.4M	Buy	1,026,233 +15,462	+2%	+$705K	6.67%	7
2026 Q1	$46.4M	Buy	1,010,771 +1,242	+0.1%	+$57.3K	6.94%	7
2025 Q4	$46.6M	Buy	1,009,529 +479,519	+90%	+$22.3M	7.04%	7
2025 Q3	$24.5M	Buy	530,010 +9,177	+2%	+$421K	3.85%	9
2025 Q2	$23.7M	Sell	520,833 -17,394	-3%	-$787K	3.92%	9
2025 Q1	$24M	Sell	538,227 -511,852	-49%	-$23.2M	4.35%	9
2024 Q4	$47.1M	Sell	1,050,079 -40,029	-4%	-$1.83M	8.26%	4
2024 Q3	$50.4M	Buy	+1,090,108	New	+$50.4M	9.11%	4

Other funds holding FBND

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Crane Advisory's FBND Position: Q3 2026 in Review

Crane Advisory reduced its Fidelity Total Bond ETF (FBND) stake by 0.01% in Q3 2026, selling an estimated $3.49K and leaving 1,026,155 shares worth $44.4M. The position accounts for 6.28% of the portfolio, ranked #7.

Crane Advisory first reported a position in FBND in Q3 2024 and has held it in 9 quarters since. The position peaked at $50.4M in Q3 2024. 171 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

Crane Advisory held 1,026,155 shares of Fidelity Total Bond ETF worth $44.4M as of Q3 2026.
Crane Advisory sold 78 Fidelity Total Bond ETF shares in Q3 2026, an estimated $3.49K.
Fidelity Total Bond ETF made up 6.28% of Crane Advisory's portfolio in Q3 2026, its #7 holding.
Crane Advisory first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 9 quarters since.
Crane Advisory's Fidelity Total Bond ETF position peaked at $50.4M in Q3 2024.
171 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Crane Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.