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Summit Financial Strategies’s Fidelity Total Bond ETF FBND Stock Holding History

Summit Financial Strategies’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 		$110M Buy
2,546,072
+161,872
+7% +$7.25M 7.64% 4
2026
Q2 		$108M Buy
2,384,200
+157,574
+7% +$7.19M 7.61% 4
2026
Q1 		$102M Buy
2,226,626
+135,819
+6% +$6.26M 8% 4
2025
Q4 		$96.3M Buy
2,090,807
+85,577
+4% +$3.97M 7.91% 4
2025
Q3 		$92.7M Buy
2,005,230
+57,045
+3% +$2.62M 7.95% 4
2025
Q2 		$89.1M Buy
1,948,185
+56,516
+3% +$2.56M 8.25% 3
2025
Q1 		$86.4M Buy
1,891,669
+154,221
+9% +$6.99M 8.71% 3
2024
Q4 		$78M Buy
1,737,448
+147,437
+9% +$6.74M 8.6% 3
2024
Q3 		$74.3M Buy
1,590,011
+294,272
+23% +$13.6M 8.37% 3
2024
Q2 		$58.2M Buy
1,295,739
+1,266,595
+4,346% +$56.7M 7.24% 4
2024
Q1 		$1.32M Buy
29,144
+3,964
+16% +$180K 0.18% 43
2023
Q4 		$1.16M Buy
+25,180
New +$1.11M 0.18% 45

Other funds holding FBND

SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Summit Financial Strategies's FBND Position: Q3 2026 in Review

Summit Financial Strategies increased its Fidelity Total Bond ETF (FBND) stake by 6.8% in Q3 2026, buying an estimated $7.25M and bringing the position to 2,546,072 shares worth $110M. The position accounts for 7.64% of the portfolio, ranked #4.

Summit Financial Strategies first reported a position in FBND in Q4 2023 and has held it in 12 quarters since. 96 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Summit Financial Strategies held 2,546,072 shares of Fidelity Total Bond ETF worth $110M as of Q3 2026.
  • Summit Financial Strategies bought 161,872 Fidelity Total Bond ETF shares in Q3 2026, an estimated $7.25M.
  • Fidelity Total Bond ETF made up 7.64% of Summit Financial Strategies's portfolio in Q3 2026, its #4 holding.
  • Summit Financial Strategies first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.