Wealth Dimensions Group’s Fidelity Total Bond ETF FBND Stock Holding History

Wealth Dimensions 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	$221K	Buy	+5,101	New	+$228K	0.04%	171

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

Wealth Dimensions Group's FBND Position: Q3 2026 in Review

Wealth Dimensions Group opened a new position in Fidelity Total Bond ETF (FBND) in Q3 2026: 5,101 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #171 among its holdings.

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

Wealth Dimensions Group held 5,101 shares of Fidelity Total Bond ETF worth $221K as of Q3 2026.
Fidelity Total Bond ETF was a new Wealth Dimensions Group position in Q3 2026.
Fidelity Total Bond ETF made up 0.04% of Wealth Dimensions Group's portfolio in Q3 2026, its #171 holding.
540 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Wealth Dimensions Group's 13F filing for Q3 2026, filed 2 Nov 2026.