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

RDA 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 Q2	$5.86M	Buy	128,789 +12,125	+10%	+$553K	1.28%	14
2026 Q1	$5.32M	Buy	116,664 +5,830	+5%	+$269K	1.33%	13
2025 Q4	$5.1M	Buy	110,834 +5,996	+6%	+$278K	1.23%	13
2025 Q3	$4.85M	Buy	104,838 +13,428	+15%	+$617K	1.2%	13
2025 Q2	$4.18M	Buy	91,410 +2,730	+3%	+$124K	1.13%	16
2025 Q1	$4.05M	Buy	88,680 +1,337	+2%	+$60.6K	1.21%	14
2024 Q4	$3.92M	Buy	87,343 +35,616	+69%	+$1.63M	1.14%	15
2024 Q3	$2.42M	Buy	51,727 +2,503	+5%	+$116K	0.75%	34
2024 Q2	$2.21M	Buy	49,224 +1,280	+3%	+$57.3K	0.72%	37
2024 Q1	$2.17M	Buy	47,944 +183	+0.4%	+$8.3K	0.74%	37
2023 Q4	$2.2M	Buy	47,761 +952	+2%	+$42K	0.83%	32
2023 Q3	$2.04M	Sell	46,809 -1,679	-3%	-$75.1K	0.88%	32
2023 Q2	$2.2M	Buy	+48,488	New	+$2.22M	0.93%	32

Other funds holding FBND

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return