SWMG LLC’s Fidelity Total Bond ETF FBND Stock Holding History

SWMG LLC’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	$280K	Buy	+6,338	New	+$284K	0.06%	100

Other funds holding FBND

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

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

SWMG LLC's FBND Position: Q3 2026 in Review

SWMG LLC opened a new position in Fidelity Total Bond ETF (FBND) in Q3 2026: 6,338 shares worth $280K. The stake represents 0.06% of the portfolio and ranks #100 among its holdings.

375 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

SWMG LLC held 6,338 shares of Fidelity Total Bond ETF worth $280K as of Q3 2026.
Fidelity Total Bond ETF was a new SWMG LLC position in Q3 2026.
Fidelity Total Bond ETF made up 0.06% of SWMG LLC's portfolio in Q3 2026, its #100 holding.
375 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.