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Sunburst Financial Group’s Fidelity Total Bond ETF FBND Stock Holding History

Sunburst Financial Group’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 		$56M Buy
1,293,160
+103,135
+9% +$4.62M 8.87% 2
2026
Q2 		$54.1M Buy
1,190,025
+43,234
+4% +$1.97M 8.77% 2
2026
Q1 		$52.3M Buy
1,146,791
+36,355
+3% +$1.68M 9.64% 2
2025
Q4 		$51.1M Buy
1,110,436
+28,089
+3% +$1.3M 10.34% 2
2025
Q3 		$50M Buy
1,082,347
+19,120
+2% +$878K 10.54% 2
2025
Q2 		$48.6M Buy
1,063,227
+31,594
+3% +$1.43M 10.9% 2
2025
Q1 		$47.1M Buy
1,031,633
+45,167
+5% +$2.05M 11.56% 1
2024
Q4 		$44.3M Buy
986,466
+116,425
+13% +$5.32M 10.94% 1
2024
Q3 		$40.7M Sell
870,041
-10,319
-1% -$477K 10.31% 1
2024
Q2 		$39.6M Sell
880,360
-13,610
-2% -$610K 10.73% 1
2024
Q1 		$40.2M Sell
893,970
-15,427
-2% -$700K 11.37% 1
2023
Q4 		$41.9M Buy
909,397
+92,675
+11% +$4.09M 12.96% 1
2023
Q3 		$35.6M Buy
816,722
+331,662
+68% +$14.8M 12.55% 1
2023
Q2 		$22M Buy
485,060
+340,950
+237% +$15.6M 7.69% 3
2023
Q1 		$6.63M Buy
144,110
+14,663
+11% +$672K 2.44% 11
2022
Q4 		$5.83M Buy
+129,447
New +$5.81M 2.32% 13

Other funds holding FBND

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Sunburst Financial Group's FBND Position: Q3 2026 in Review

Sunburst Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 8.7% in Q3 2026, buying an estimated $4.62M and bringing the position to 1,293,160 shares worth $56M. The position accounts for 8.87% of the portfolio, ranked #2.

Sunburst Financial Group first reported a position in FBND in Q4 2022 and has held it in 16 quarters since. 41 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Sunburst Financial Group held 1,293,160 shares of Fidelity Total Bond ETF worth $56M as of Q3 2026.
  • Sunburst Financial Group bought 103,135 Fidelity Total Bond ETF shares in Q3 2026, an estimated $4.62M.
  • Fidelity Total Bond ETF made up 8.87% of Sunburst Financial Group's portfolio in Q3 2026, its #2 holding.
  • Sunburst Financial Group first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 41 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.