Curtis Advisory Group’s Fidelity Total Bond ETF FBND Stock Holding History

Curtis Advisory 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	$1.11M	Buy	25,633 +558	+2%	+$25K	0.21%	63
2026 Q2	$1.14M	Sell	25,075 -268	-1%	-$12.2K	0.22%	64
2026 Q1	$1.16M	Buy	25,343 +123	+0.5%	+$5.67K	0.25%	60
2025 Q4	$1.16M	Buy	25,220 +1,342	+6%	+$62.3K	0.24%	58
2025 Q3	$1.1M	Sell	23,878 -260	-1%	-$11.9K	0.25%	52
2025 Q2	$1.1M	Sell	24,138 -2,403	-9%	-$109K	0.28%	46
2025 Q1	$1.21M	Buy	26,541 +3,476	+15%	+$157K	0.36%	46
2024 Q4	$1.03M	Buy	23,065 +13,100	+131%	+$599K	0.27%	47
2024 Q3	$466K	Sell	9,965 -500	-5%	-$23.1K	0.13%	69
2024 Q2	$470K	Buy	10,465 +1,511	+17%	+$67.7K	0.17%	62
2024 Q1	$406K	Buy	8,954 +675	+8%	+$30.6K	0.16%	70
2023 Q4	$381K	Buy	8,279 +205	+3%	+$9.05K	0.17%	66
2023 Q3	$352K	Buy	8,074 +570	+8%	+$25.5K	0.12%	67
2023 Q2	$341K	Sell	7,504 -2,795	-27%	-$128K	0.11%	67
2023 Q1	$474K	Sell	10,299 -2,041	-17%	-$93.6K	0.17%	57
2022 Q4	$556K	Buy	12,340 +3,853	+45%	+$173K	0.22%	46
2022 Q3	$377K	Buy	8,487 +2,097	+33%	+$98K	0.15%	61
2022 Q2	$297K	Sell	6,390 -5,890	-48%	-$281K	0.12%	69
2022 Q1	$611K	Buy	12,280 +1,080	+10%	+$55.2K	0.21%	49
2021 Q4	$594K	Buy	+11,200	New	+$594K	0.2%	51

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

Curtis Advisory Group's FBND Position: Q3 2026 in Review

Curtis Advisory Group increased its Fidelity Total Bond ETF (FBND) stake by 2.2% in Q3 2026, buying an estimated $25K and bringing the position to 25,633 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #63.

Curtis Advisory Group first reported a position in FBND in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.21M in Q1 2025. 540 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

Curtis Advisory Group held 25,633 shares of Fidelity Total Bond ETF worth $1.11M as of Q3 2026.
Curtis Advisory Group bought 558 Fidelity Total Bond ETF shares in Q3 2026, an estimated $25K.
Fidelity Total Bond ETF made up 0.21% of Curtis Advisory Group's portfolio in Q3 2026, its #63 holding.
Curtis Advisory Group first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 20 quarters since.
Curtis Advisory Group's Fidelity Total Bond ETF position peaked at $1.21M in Q1 2025.
540 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.