PUREfi Wealth
FBND icon

PUREfi Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

PUREfi Wealth’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 		$461K Buy
10,652
+2,123
+25% +$95.1K 0.22% 111
2026
Q2 		$388K Buy
8,529
+2,337
+38% +$107K 0.21% 130
2026
Q1 		$282K Buy
6,192
+212
+4% +$9.8K 0.19% 147
2025
Q4 		$275K Buy
+5,980
New +$277K 0.21% 127

Other funds holding FBND

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
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Mather Group
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
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

PUREfi Wealth's FBND Position: Q3 2026 in Review

PUREfi Wealth increased its Fidelity Total Bond ETF (FBND) stake by 25% in Q3 2026, buying an estimated $95.1K and bringing the position to 10,652 shares worth $461K. The position accounts for 0.22% of the portfolio, ranked #111.

PUREfi Wealth first reported a position in FBND in Q4 2025 and has held it in 4 quarters since. 398 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • PUREfi Wealth held 10,652 shares of Fidelity Total Bond ETF worth $461K as of Q3 2026.
  • PUREfi Wealth bought 2,123 Fidelity Total Bond ETF shares in Q3 2026, an estimated $95.1K.
  • Fidelity Total Bond ETF made up 0.22% of PUREfi Wealth's portfolio in Q3 2026, its #111 holding.
  • PUREfi Wealth first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 398 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

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