Root Financial Partners
FBND icon

Root Financial Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Root Financial Partners’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 		$308K Buy
+7,107
New +$318K 0.01% 313
2026
Q2 		– Sell
-2,067
Closed -$94.3K – 1324
2026
Q1 		$94.3K Buy
2,067
+1,530
+285% +$70.6K ﹤0.01% 588
2025
Q4 		$24.7K Buy
+537
New +$24.9K ﹤0.01% 1069

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Sax Wealth Advisors
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Kestra Advisory Services
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Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Mather Group
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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

Root Financial Partners's FBND Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity Total Bond ETF (FBND) in Q3 2026: 7,107 shares worth $308K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FBND as recently as Q1 2026.

Root Financial Partners first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Root Financial Partners held 7,107 shares of Fidelity Total Bond ETF worth $308K as of Q3 2026.
  • Fidelity Total Bond ETF was a new Root Financial Partners position in Q3 2026.
  • Fidelity Total Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #313 holding.
  • Root Financial Partners first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 540 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.