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 Q3	$5.62M	Buy	129,794 +1,005	+0.8%	+$45K	1.22%	17
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

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

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

RDA Financial Network increased its Fidelity Total Bond ETF (FBND) stake by 0.78% in Q3 2026, buying an estimated $45K and bringing the position to 129,794 shares worth $5.62M. The position accounts for 1.22% of the portfolio, ranked #17.

RDA Financial Network first reported a position in FBND in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.86M in Q2 2026. 282 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

RDA Financial Network held 129,794 shares of Fidelity Total Bond ETF worth $5.62M as of Q3 2026.
RDA Financial Network bought 1,005 Fidelity Total Bond ETF shares in Q3 2026, an estimated $45K.
Fidelity Total Bond ETF made up 1.22% of RDA Financial Network's portfolio in Q3 2026, its #17 holding.
RDA Financial Network first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 14 quarters since.
RDA Financial Network's Fidelity Total Bond ETF position peaked at $5.86M in Q2 2026.
282 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.