KFA Private Wealth Group’s Fidelity Total Bond ETF FBND Stock Holding History

KFA Private Wealth 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	$22.1M	Buy	510,987 +34,731	+7%	+$1.56M	5.2%	3
2026 Q2	$21.7M	Buy	476,256 +30,508	+7%	+$1.39M	5.22%	3
2026 Q1	$20.3M	Buy	445,748 +32,922	+8%	+$1.52M	4.88%	3
2025 Q4	$19M	Buy	412,826 +69,255	+20%	+$3.21M	4.62%	3
2025 Q3	$15.9M	Buy	343,571 +51,084	+17%	+$2.35M	4.54%	3
2025 Q2	$13.4M	Sell	292,487 -62,931	-18%	-$2.85M	4.15%	3
2025 Q1	$16.2M	Buy	355,418 +35,011	+11%	+$1.59M	5.68%	3
2024 Q4	$14.4M	Buy	320,407 +48,715	+18%	+$2.23M	6.02%	3
2024 Q3	$12.7M	Buy	271,692 +83,574	+44%	+$3.86M	6.06%	3
2024 Q2	$8.45M	Buy	188,118 +153,322	+441%	+$6.87M	4.38%	7
2024 Q1	$1.58M	Buy	+34,796	New	+$1.58M	0.49%	29

Other funds holding FBND

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

KFA Private Wealth Group's FBND Position: Q3 2026 in Review

KFA Private Wealth Group increased its Fidelity Total Bond ETF (FBND) stake by 7.3% in Q3 2026, buying an estimated $1.56M and bringing the position to 510,987 shares worth $22.1M. The position accounts for 5.2% of the portfolio, ranked #3.

KFA Private Wealth Group first reported a position in FBND in Q1 2024 and has held it in 11 quarters since. 314 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

KFA Private Wealth Group held 510,987 shares of Fidelity Total Bond ETF worth $22.1M as of Q3 2026.
KFA Private Wealth Group bought 34,731 Fidelity Total Bond ETF shares in Q3 2026, an estimated $1.56M.
Fidelity Total Bond ETF made up 5.2% of KFA Private Wealth Group's portfolio in Q3 2026, its #3 holding.
KFA Private Wealth Group first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 11 quarters since.
314 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.