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

Independent 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 		$1.3M Buy
30,125
+770
+3% +$34.5K 0.02% 593
2026
Q2 		$1.34M Sell
29,355
-4,595
-14% -$210K 0.03% 583
2026
Q1 		$1.55M Sell
33,950
-1,459
-4% -$67.3K 0.03% 477
2025
Q4 		$1.63M Buy
35,409
+3,289
+10% +$153K 0.04% 453
2025
Q3 		$1.49M Buy
32,120
+2,321
+8% +$107K 0.04% 475
2025
Q2 		$1.36M Buy
29,799
+2,900
+11% +$131K 0.04% 447
2025
Q1 		$1.23M Sell
26,899
-3,261
-11% -$148K 0.04% 426
2024
Q4 		$1.35M Buy
30,160
+3,947
+15% +$180K 0.05% 395
2024
Q3 		$1.23M Buy
26,213
+19,739
+305% +$912K 0.05% 388
2024
Q2 		$291K Buy
6,474
+836
+15% +$37.4K 0.01% 851
2024
Q1 		$255K Buy
5,638
+496
+10% +$22.5K 0.01% 856
2023
Q4 		$237K Buy
+5,142
New +$227K 0.01% 827
2023
Q1 		– Sell
-4,757
Closed -$214K – 848
2022
Q4 		$214K Hold
4,757
– – 0.02% 695
2022
Q3 		$211K Buy
+4,757
New +$222K 0.02% 652

Other funds holding FBND

SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

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

Independent Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 2.6% in Q3 2026, buying an estimated $34.5K and bringing the position to 30,125 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #593.

Independent Financial Group first reported a position in FBND in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.63M in Q4 2025. 73 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Independent Financial Group held 30,125 shares of Fidelity Total Bond ETF worth $1.3M as of Q3 2026.
  • Independent Financial Group bought 770 Fidelity Total Bond ETF shares in Q3 2026, an estimated $34.5K.
  • Fidelity Total Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #593 holding.
  • Independent Financial Group first reported a position in Fidelity Total Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • Independent Financial Group's Fidelity Total Bond ETF position peaked at $1.63M in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

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