tru Independence’s Fidelity Total Bond ETF FBND Stock Holding History

tru Independence’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	$19.7M	Buy	455,303 +19,576	+4%	+$877K	8.43%	3
2026 Q2	$19.8M	Buy	435,727 +41,520	+11%	+$1.89M	8.67%	3
2026 Q1	$18M	Buy	394,207 +18,466	+5%	+$852K	8.89%	2
2025 Q4	$17.3M	Buy	375,741 +36,615	+11%	+$1.7M	4.36%	2
2025 Q3	$15.7M	Buy	339,126 +21,463	+7%	+$985K	4.07%	3
2025 Q2	$14.5M	Buy	317,663 +13,473	+4%	+$610K	4.2%	2
2025 Q1	$13.9M	Buy	304,190 +39,108	+15%	+$1.77M	4.31%	2
2024 Q4	$11.9M	Buy	265,082 +16,707	+7%	+$763K	3.74%	3
2024 Q3	$11.6M	Buy	248,375 +33,392	+16%	+$1.54M	3.4%	3
2024 Q2	$9.7M	Buy	214,983 +28,443	+15%	+$1.27M	2.92%	3
2024 Q1	$8.45M	Buy	+186,540	New	+$8.47M	2.49%	3

Other funds holding FBND

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 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

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

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

tru Independence's FBND Position: Q3 2026 in Review

tru Independence increased its Fidelity Total Bond ETF (FBND) stake by 4.5% in Q3 2026, buying an estimated $877K and bringing the position to 455,303 shares worth $19.7M. The position accounts for 8.43% of the portfolio, ranked #3.

tru Independence first reported a position in FBND in Q1 2024 and has held it in 11 quarters since. The position peaked at $19.8M in Q2 2026. 231 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

tru Independence held 455,303 shares of Fidelity Total Bond ETF worth $19.7M as of Q3 2026.
tru Independence bought 19,576 Fidelity Total Bond ETF shares in Q3 2026, an estimated $877K.
Fidelity Total Bond ETF made up 8.43% of tru Independence's portfolio in Q3 2026, its #3 holding.
tru Independence first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 11 quarters since.
tru Independence's Fidelity Total Bond ETF position peaked at $19.8M in Q2 2026.
231 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.