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Dickmeyer Boyce Financial Management’s Fidelity Total Bond ETF FBND Stock Holding History

Dickmeyer Boyce Financial Management’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 		$11.4M Buy
263,383
+10,413
+4% +$466K 5.84% 1
2026
Q2 		$11.5M Buy
252,970
+11,574
+5% +$528K 5.96% 1
2026
Q1 		$11M Buy
+241,396
New +$11.1M 6.48% 1

Other funds holding FBND

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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
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
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Dickmeyer Boyce Financial Management's FBND Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Fidelity Total Bond ETF (FBND) stake by 4.1% in Q3 2026, buying an estimated $466K and bringing the position to 263,383 shares worth $11.4M. The position accounts for 5.84% of the portfolio, ranked #1.

Dickmeyer Boyce Financial Management first reported a position in FBND in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.5M in Q2 2026. 27 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 263,383 shares of Fidelity Total Bond ETF worth $11.4M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 10,413 Fidelity Total Bond ETF shares in Q3 2026, an estimated $466K.
  • Fidelity Total Bond ETF made up 5.84% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #1 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Fidelity Total Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Fidelity Total Bond ETF position peaked at $11.5M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.