LongView Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

LongView Wealth Management’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	$13.8M	Buy	319,331 +9,684	+3%	+$434K	3.33%	4
2026 Q2	$14.1M	Buy	309,647 +10,073	+3%	+$459K	3.61%	4
2026 Q1	$13.8M	Buy	299,574 +48,640	+19%	+$2.24M	3.46%	4
2025 Q4	$11.6M	Buy	250,934 +44,268	+21%	+$2.05M	2.8%	7
2025 Q3	$9.6M	Buy	206,666 +24,000	+13%	+$1.1M	2.59%	7
2025 Q2	$8.36M	Buy	182,666 +18,178	+11%	+$823K	2.53%	8
2025 Q1	$7.51M	Buy	164,488 +8,058	+5%	+$365K	2.25%	9
2024 Q4	$7.02M	Buy	156,430 +11,971	+8%	+$547K	2.14%	9
2024 Q3	$6.75M	Buy	144,459 +39,935	+38%	+$1.85M	2.16%	9
2024 Q2	$4.7M	Buy	104,524 +4,164	+4%	+$187K	1.73%	16
2024 Q1	$4.55M	Buy	100,360 +42,069	+72%	+$1.91M	1.8%	14
2023 Q4	$2.66M	Buy	+58,291	New	+$2.57M	1.19%	20

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

LongView Wealth Management's FBND Position: Q3 2026 in Review

LongView Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 3.1% in Q3 2026, buying an estimated $434K and bringing the position to 319,331 shares worth $13.8M. The position accounts for 3.33% of the portfolio, ranked #4.

LongView Wealth Management first reported a position in FBND in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.1M in Q2 2026. 282 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

LongView Wealth Management held 319,331 shares of Fidelity Total Bond ETF worth $13.8M as of Q3 2026.
LongView Wealth Management bought 9,684 Fidelity Total Bond ETF shares in Q3 2026, an estimated $434K.
Fidelity Total Bond ETF made up 3.33% of LongView Wealth Management's portfolio in Q3 2026, its #4 holding.
LongView Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's Fidelity Total Bond ETF position peaked at $14.1M in Q2 2026.
282 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.