Midwest Financial Network’s Fidelity Total Bond ETF FBND Stock Holding History

Midwest Financial Network’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	$2.86M	Buy	65,937 +42,512	+181%	+$1.9M	1.95%	14
2026 Q2	$1.07M	Buy	23,425 +12,396	+112%	+$565K	0.73%	42
2026 Q1	$503K	Buy	+11,029	New	+$509K	0.4%	59

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

Midwest Financial Network's FBND Position: Q3 2026 in Review

Midwest Financial Network increased its Fidelity Total Bond ETF (FBND) stake by 181% in Q3 2026, buying an estimated $1.9M and bringing the position to 65,937 shares worth $2.86M. The position accounts for 1.95% of the portfolio, ranked #14.

Midwest Financial Network first reported a position in FBND in Q1 2026 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

Midwest Financial Network held 65,937 shares of Fidelity Total Bond ETF worth $2.86M as of Q3 2026.
Midwest Financial Network bought 42,512 Fidelity Total Bond ETF shares in Q3 2026, an estimated $1.9M.
Fidelity Total Bond ETF made up 1.95% of Midwest Financial Network's portfolio in Q3 2026, its #14 holding.
Midwest Financial Network first reported a position in Fidelity Total Bond ETF in Q1 2026 and has held it in 3 quarters since.
329 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.