TrueWealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

TrueWealth Advisors’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	$18.5M	Sell	428,100 -188,490	-31%	-$8.44M	4.16%	4
2026 Q2	$28M	Buy	616,590 +12,297	+2%	+$561K	6.32%	2
2026 Q1	$27.6M	Buy	604,293 +155,570	+35%	+$7.17M	6.93%	2
2025 Q4	$20.7M	Buy	448,723 +273,741	+156%	+$12.7M	5.35%	3
2025 Q3	$8.09M	Buy	174,982 +9,644	+6%	+$443K	2.19%	9
2025 Q2	$7.56M	Buy	165,338 +15,776	+11%	+$714K	2.24%	9
2025 Q1	$6.83M	Buy	149,562 +35,338	+31%	+$1.6M	2.24%	9
2024 Q4	$5.13M	Buy	114,224 +15,431	+16%	+$705K	1.71%	12
2024 Q3	$4.62M	Buy	+98,793	New	+$4.57M	1.54%	14

Other funds holding FBND

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 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

TrueWealth Advisors's FBND Position: Q3 2026 in Review

TrueWealth Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 31% in Q3 2026, selling an estimated $8.44M and leaving 428,100 shares worth $18.5M. The position accounts for 4.16% of the portfolio, ranked #4.

TrueWealth Advisors first reported a position in FBND in Q3 2024 and has held it in 9 quarters since. The position peaked at $28M in Q2 2026. 518 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

TrueWealth Advisors held 428,100 shares of Fidelity Total Bond ETF worth $18.5M as of Q3 2026.
TrueWealth Advisors sold 188,490 Fidelity Total Bond ETF shares in Q3 2026, an estimated $8.44M.
Fidelity Total Bond ETF made up 4.16% of TrueWealth Advisors's portfolio in Q3 2026, its #4 holding.
TrueWealth Advisors first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 9 quarters since.
TrueWealth Advisors's Fidelity Total Bond ETF position peaked at $28M in Q2 2026.
518 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.