Insight Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Insight Advisors’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	$772K	Sell	17,833 -355	-2%	-$15.9K	0.14%	95
2026 Q2	$827K	Buy	18,188 +200	+1%	+$9.12K	0.15%	92
2026 Q1	$821K	Buy	17,988 +291	+2%	+$13.4K	0.16%	91
2025 Q4	$815K	Buy	17,697 +71	+0.4%	+$3.3K	0.12%	107
2025 Q3	$815K	Buy	17,626 +500	+3%	+$23K	0.12%	113
2025 Q2	$784K	Buy	17,126 +9	+0.1%	+$407	0.13%	107
2025 Q1	$781K	Sell	17,117 -2,362	-12%	-$107K	0.14%	103
2024 Q4	$875K	Buy	19,479 +4,360	+29%	+$199K	0.15%	97
2024 Q3	$707K	Buy	15,119 +3,133	+26%	+$145K	0.12%	120
2024 Q2	$539K	Buy	+11,986	New	+$537K	0.1%	143

Other funds holding FBND

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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 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

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

Insight Advisors's FBND Position: Q3 2026 in Review

Insight Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 2% in Q3 2026, selling an estimated $15.9K and leaving 17,833 shares worth $772K. The position accounts for 0.14% of the portfolio, ranked #95.

Insight Advisors first reported a position in FBND in Q2 2024 and has held it in 10 quarters since. The position peaked at $875K in Q4 2024. 375 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

Insight Advisors held 17,833 shares of Fidelity Total Bond ETF worth $772K as of Q3 2026.
Insight Advisors sold 355 Fidelity Total Bond ETF shares in Q3 2026, an estimated $15.9K.
Fidelity Total Bond ETF made up 0.14% of Insight Advisors's portfolio in Q3 2026, its #95 holding.
Insight Advisors first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 10 quarters since.
Insight Advisors's Fidelity Total Bond ETF position peaked at $875K in Q4 2024.
375 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.