Opal Wealth Advisors
FBND icon

Opal Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Opal Wealth Advisors’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 		$5.67M Buy
130,941
+15,832
+14% +$709K 1.18% 14
2026
Q2 		$5.24M Buy
115,109
+10,898
+10% +$497K 1.13% 12
2026
Q1 		$4.75M Buy
104,211
+6,684
+7% +$308K 1.07% 11
2025
Q4 		$4.49M Buy
97,527
+17
+0% +$789 1.17% 13
2025
Q3 		$4.51M Buy
97,510
+6,038
+7% +$277K 1.25% 13
2025
Q2 		$4.18M Buy
91,472
+3,216
+4% +$146K 1.16% 11
2025
Q1 		$4.03M Buy
88,256
+11,130
+14% +$504K 1.24% 9
2024
Q4 		$3.46M Buy
77,126
+10,494
+16% +$480K 1.04% 17
2024
Q3 		$3.11M Buy
66,632
+5,468
+9% +$253K 0.98% 17
2024
Q2 		$2.75M Buy
61,164
+4,620
+8% +$207K 0.88% 17
2024
Q1 		$2.56M Buy
56,544
+21,362
+61% +$969K 0.87% 19
2023
Q4 		$1.62M Buy
35,182
+1,372
+4% +$60.5K 0.64% 27
2023
Q3 		$1.47M Buy
+33,810
New +$1.51M 0.86% 17

Other funds holding FBND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Quotient Wealth Partners
Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Opal Wealth Advisors's FBND Position: Q3 2026 in Review

Opal Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 14% in Q3 2026, buying an estimated $709K and bringing the position to 130,941 shares worth $5.67M. The position accounts for 1.18% of the portfolio, ranked #14.

Opal Wealth Advisors first reported a position in FBND in Q3 2023 and has held it in 13 quarters since. 686 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Opal Wealth Advisors held 130,941 shares of Fidelity Total Bond ETF worth $5.67M as of Q3 2026.
  • Opal Wealth Advisors bought 15,832 Fidelity Total Bond ETF shares in Q3 2026, an estimated $709K.
  • Fidelity Total Bond ETF made up 1.18% of Opal Wealth Advisors's portfolio in Q3 2026, its #14 holding.
  • Opal Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • 686 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.