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Insight Wealth Strategies’s Fidelity Total Bond ETF FBND Stock Holding History

Insight Wealth Strategies’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 		$1.04M Sell
23,920
-458
-2% -$20.5K 0.1% 105
2026
Q2 		$1.11M Buy
24,378
+920
+4% +$42K 0.11% 104
2026
Q1 		$1.07M Buy
23,458
+2,054
+10% +$94.7K 0.12% 108
2025
Q4 		$985K Buy
21,404
+3,869
+22% +$180K 0.11% 106
2025
Q3 		$811K Buy
17,535
+281
+2% +$12.9K 0.1% 110
2025
Q2 		$789K Buy
17,254
+18
+0.1% +$815 0.1% 107
2025
Q1 		$787K Buy
17,236
+919
+6% +$41.6K 0.11% 106
2024
Q4 		$732K Buy
16,317
+1,767
+12% +$80.7K 0.1% 112
2024
Q3 		$680K Sell
14,550
-347
-2% -$16K 0.09% 122
2024
Q2 		$669K Buy
14,897
+440
+3% +$19.7K 0.1% 123
2024
Q1 		$655K Buy
14,457
+986
+7% +$44.7K 0.1% 127
2023
Q4 		$620K Buy
13,471
+2,391
+22% +$106K 0.1% 123
2023
Q3 		$483K Buy
11,080
+220
+2% +$9.84K 0.09% 115
2023
Q2 		$493K Buy
+10,860
New +$497K 0.09% 109

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
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 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

Insight Wealth Strategies's FBND Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Fidelity Total Bond ETF (FBND) stake by 1.9% in Q3 2026, selling an estimated $20.5K and leaving 23,920 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #105.

Insight Wealth Strategies first reported a position in FBND in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.11M in Q2 2026. 44 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Insight Wealth Strategies held 23,920 shares of Fidelity Total Bond ETF worth $1.04M as of Q3 2026.
  • Insight Wealth Strategies sold 458 Fidelity Total Bond ETF shares in Q3 2026, an estimated $20.5K.
  • Fidelity Total Bond ETF made up 0.1% of Insight Wealth Strategies's portfolio in Q3 2026, its #105 holding.
  • Insight Wealth Strategies first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Insight Wealth Strategies's Fidelity Total Bond ETF position peaked at $1.11M in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.