McCarter Private Wealth Services’s Fidelity Total Bond ETF FBND Stock Holding History

McCarter Private Wealth Services’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	$7.54M	Buy	174,058 +1,759	+1%	+$78.8K	2.56%	3
2026 Q2	$7.84M	Buy	+172,299	New	+$7.86M	2.7%	3
2025 Q2	–	Sell	-94,783	Closed	-$4.33M	–	119
2025 Q1	$4.33M	Buy	+94,783	New	+$4.29M	2.83%	8

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

McCarter Private Wealth Services's FBND Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Fidelity Total Bond ETF (FBND) stake by 1% in Q3 2026, buying an estimated $78.8K and bringing the position to 174,058 shares worth $7.54M. The position accounts for 2.56% of the portfolio, ranked #3.

McCarter Private Wealth Services first reported a position in FBND in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.84M in Q2 2026. 282 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

McCarter Private Wealth Services held 174,058 shares of Fidelity Total Bond ETF worth $7.54M as of Q3 2026.
McCarter Private Wealth Services bought 1,759 Fidelity Total Bond ETF shares in Q3 2026, an estimated $78.8K.
Fidelity Total Bond ETF made up 2.56% of McCarter Private Wealth Services's portfolio in Q3 2026, its #3 holding.
McCarter Private Wealth Services first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 3 quarters since.
McCarter Private Wealth Services's Fidelity Total Bond ETF position peaked at $7.84M in Q2 2026.
282 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.