James T. Borello
FBND icon

James T. Borello’s Fidelity Total Bond ETF FBND Stock Holding History

James T. Borello’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 		– Sell
-296
Closed -$13.5K – 1298
2026
Q2 		$13.5K Sell
296
-742
-71% -$33.8K ﹤0.01% 512
2026
Q1 		$47.4K Buy
+1,038
New +$47.9K 0.01% 228

Other funds holding FBND

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Mather Group
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
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

James T. Borello's FBND Position: Q3 2026 in Review

James T. Borello sold out of Fidelity Total Bond ETF (FBND) in Q3 2026, closing a stake of 296 shares — an estimated $13.5K sold.

James T. Borello first reported a position in FBND in Q1 2026 and held it in 2 quarters. The position peaked at $47.4K in Q1 2026. 354 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • James T. Borello reported no remaining Fidelity Total Bond ETF position as of Q3 2026 after selling out during the quarter.
  • James T. Borello sold 296 Fidelity Total Bond ETF shares in Q3 2026, an estimated $13.5K.
  • James T. Borello first reported a position in Fidelity Total Bond ETF in Q1 2026 and held it in 2 quarters.
  • James T. Borello's Fidelity Total Bond ETF position peaked at $47.4K in Q1 2026.
  • 354 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.