Legacy Solutions LLC’s Fidelity Total Bond ETF FBND Stock Holding History

Legacy Solutions LLC’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	$2.81M	Buy	64,924 +5,359	+9%	+$240K	2.15%	11
2026 Q2	$2.71M	Buy	59,565 +4,439	+8%	+$202K	2.19%	10
2026 Q1	$2.51M	Buy	55,126 +3,330	+6%	+$154K	2.33%	11
2025 Q4	$2.38M	Buy	51,796 +538	+1%	+$25K	2.1%	11
2025 Q3	$2.37M	Buy	51,258 +2,136	+4%	+$98.1K	2.13%	11
2025 Q2	$2.25M	Buy	49,122 +382	+0.8%	+$17.3K	2.15%	11
2025 Q1	$2.22M	Buy	48,740 +1,341	+3%	+$60.7K	2.45%	11
2024 Q4	$2.13M	Buy	+47,399	New	+$2.17M	2.32%	11

Other funds holding FBND

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 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

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 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

Legacy Solutions LLC's FBND Position: Q3 2026 in Review

Legacy Solutions LLC increased its Fidelity Total Bond ETF (FBND) stake by 9% in Q3 2026, buying an estimated $240K and bringing the position to 64,924 shares worth $2.81M. The position accounts for 2.15% of the portfolio, ranked #11.

Legacy Solutions LLC first reported a position in FBND in Q4 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

Legacy Solutions LLC held 64,924 shares of Fidelity Total Bond ETF worth $2.81M as of Q3 2026.
Legacy Solutions LLC bought 5,359 Fidelity Total Bond ETF shares in Q3 2026, an estimated $240K.
Fidelity Total Bond ETF made up 2.15% of Legacy Solutions LLC's portfolio in Q3 2026, its #11 holding.
Legacy Solutions LLC first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 8 quarters since.
101 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.