Watchman Group’s Fidelity Total Bond ETF FBND Stock Holding History

Watchman 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	$20.9M	Buy	481,578 +20,722	+4%	+$928K	4.8%	7
2026 Q2	$21M	Buy	460,856 +18,413	+4%	+$840K	4.69%	7
2026 Q1	$20.2M	Buy	442,443 +30,902	+8%	+$1.43M	4.88%	7
2025 Q4	$18.9M	Buy	411,541 +41,798	+11%	+$1.94M	4.52%	7
2025 Q3	$17.1M	Buy	369,743 +31,846	+9%	+$1.46M	4.14%	7
2025 Q2	$15.5M	Buy	337,897 +82,114	+32%	+$3.72M	4.03%	7
2025 Q1	$11.7M	Buy	255,783 +72,369	+39%	+$3.28M	3.27%	8
2024 Q4	$8.23M	Buy	183,414 +9,455	+5%	+$432K	2.16%	9
2024 Q3	$8.13M	Buy	173,959 +214	+0.1%	+$9.9K	2.12%	9
2024 Q2	$7.81M	Buy	173,745 +7,276	+4%	+$326K	2.49%	6
2024 Q1	$7.54M	Buy	166,469 +966	+0.6%	+$43.8K	2.28%	7
2023 Q4	$7.62M	Buy	165,503 +100,902	+156%	+$4.45M	2.51%	7
2023 Q3	$2.81M	Buy	+64,601	New	+$2.89M	1.2%	36

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

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

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

Watchman Group's FBND Position: Q3 2026 in Review

Watchman Group increased its Fidelity Total Bond ETF (FBND) stake by 4.5% in Q3 2026, buying an estimated $928K and bringing the position to 481,578 shares worth $20.9M. The position accounts for 4.8% of the portfolio, ranked #7.

Watchman Group first reported a position in FBND in Q3 2023 and has held it in 13 quarters since. The position peaked at $21M in Q2 2026. 236 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

Watchman Group held 481,578 shares of Fidelity Total Bond ETF worth $20.9M as of Q3 2026.
Watchman Group bought 20,722 Fidelity Total Bond ETF shares in Q3 2026, an estimated $928K.
Fidelity Total Bond ETF made up 4.8% of Watchman Group's portfolio in Q3 2026, its #7 holding.
Watchman Group first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 13 quarters since.
Watchman Group's Fidelity Total Bond ETF position peaked at $21M in Q2 2026.
236 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Watchman Group's 13F filing for Q3 2026, filed 16 Oct 2026.