HWA
FBND icon

Heritage Wealth Architects’s Fidelity Total Bond ETF FBND Stock Holding History

Heritage Wealth Architects’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 		$400K Sell
9,235
-19,431
-68% -$870K 0.16% 46
2026
Q2 		$1.29M Buy
28,666
+19,921
+228% +$909K 0.51% 28
2026
Q1 		$399K Buy
+8,745
New +$403K 0.17% 55

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

Heritage Wealth Architects's FBND Position: Q3 2026 in Review

Heritage Wealth Architects reduced its Fidelity Total Bond ETF (FBND) stake by 68% in Q3 2026, selling an estimated $870K and leaving 9,235 shares worth $400K. The position accounts for 0.16% of the portfolio, ranked #46.

Heritage Wealth Architects first reported a position in FBND in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.29M in Q2 2026. 41 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Heritage Wealth Architects held 9,235 shares of Fidelity Total Bond ETF worth $400K as of Q3 2026.
  • Heritage Wealth Architects sold 19,431 Fidelity Total Bond ETF shares in Q3 2026, an estimated $870K.
  • Fidelity Total Bond ETF made up 0.16% of Heritage Wealth Architects's portfolio in Q3 2026, its #46 holding.
  • Heritage Wealth Architects first reported a position in Fidelity Total Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Heritage Wealth Architects's Fidelity Total Bond ETF position peaked at $1.29M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.