VWM
FBND icon

Valley Wealth Managers’s Fidelity Total Bond ETF FBND Stock Holding History

Valley Wealth Managers’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 		$6.31M Buy
145,662
+70,493
+94% +$3.16M 0.36% 61
2026
Q2 		$3.42M Buy
75,169
+2,578
+4% +$118K 0.2% 107
2026
Q1 		$3.31M Buy
72,591
+9,867
+16% +$455K 0.21% 103
2025
Q4 		$2.89M Buy
62,724
+37,588
+150% +$1.74M 0.19% 107
2025
Q3 		$1.16M Buy
25,136
+1,083
+5% +$49.7K 0.08% 126
2025
Q2 		$1.1M Buy
24,053
+302
+1% +$13.7K 0.08% 128
2025
Q1 		$1.08M Sell
23,751
-4,365
-16% -$198K 0.08% 128
2024
Q4 		$1.26M Buy
28,116
+6,257
+29% +$286K 0.09% 124
2024
Q3 		$1.02M Sell
21,859
-5,254
-19% -$243K 0.08% 130
2024
Q2 		$1.22M Buy
27,113
+1,999
+8% +$89.5K 0.1% 124
2024
Q1 		$1.14M Sell
25,114
-242
-1% -$11K 0.09% 123
2023
Q4 		$1.17M Sell
25,356
-2,595
-9% -$115K 0.09% 122
2023
Q3 		$1.22M Buy
+27,951
New +$1.25M 0.1% 123

Other funds holding FBND

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 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

Valley Wealth Managers's FBND Position: Q3 2026 in Review

Valley Wealth Managers increased its Fidelity Total Bond ETF (FBND) stake by 94% in Q3 2026, buying an estimated $3.16M and bringing the position to 145,662 shares worth $6.31M. The position accounts for 0.36% of the portfolio, ranked #61.

Valley Wealth Managers first reported a position in FBND in Q3 2023 and has held it in 13 quarters since. 41 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Valley Wealth Managers held 145,662 shares of Fidelity Total Bond ETF worth $6.31M as of Q3 2026.
  • Valley Wealth Managers bought 70,493 Fidelity Total Bond ETF shares in Q3 2026, an estimated $3.16M.
  • Fidelity Total Bond ETF made up 0.36% of Valley Wealth Managers's portfolio in Q3 2026, its #61 holding.
  • Valley Wealth Managers first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • 41 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.