Wealth Management Resources
FBND icon

Wealth Management Resources’s Fidelity Total Bond ETF FBND Stock Holding History

Wealth Management Resources’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 		$29.4M Buy
678,272
+21,591
+3% +$967K 9.07% 3
2026
Q2 		$29.9M Sell
656,681
-6,210
-0.9% -$283K 9.22% 2
2026
Q1 		$30.2M Buy
662,891
+5,787
+0.9% +$267K 10.53% 2
2025
Q4 		$30.3M Sell
657,104
-56,506
-8% -$2.62M 10.65% 2
2025
Q3 		$33M Buy
713,610
+24,401
+4% +$1.12M 10.68% 2
2025
Q2 		$31.5M Buy
689,209
+54,727
+9% +$2.48M 10.77% 2
2025
Q1 		$29M Buy
634,482
+24,998
+4% +$1.13M 10.51% 2
2024
Q4 		$27.3M Buy
609,484
+160,861
+36% +$7.35M 10.09% 2
2024
Q3 		$21M Buy
448,623
+38,032
+9% +$1.76M 8.4% 3
2024
Q2 		$18.4M Buy
410,591
+74,310
+22% +$3.33M 7.92% 3
2024
Q1 		$15.2M Buy
336,281
+20,588
+7% +$934K 6.58% 5
2023
Q4 		$14.5M Buy
315,693
+6,509
+2% +$287K 6.83% 3
2023
Q3 		$13.5M Buy
309,184
+20,535
+7% +$918K 6.52% 4
2023
Q2 		$13.1M Buy
288,649
+136,671
+90% +$6.25M 7.63% 5
2023
Q1 		$7.02M Buy
151,978
+4,063
+3% +$186K 4.32% 13
2022
Q4 		$6.66M Buy
147,915
+6,456
+5% +$290K 4.32% 12
2022
Q3 		$6.28M Buy
141,459
+3,644
+3% +$170K 4.18% 12
2022
Q2 		$6.41M Sell
137,815
-17,876
-11% -$851K 3.94% 13
2022
Q1 		$7.75M Buy
155,691
+2,979
+2% +$152K 5.35% 10
2021
Q4 		$8.1M Buy
+152,712
New +$8.1M 5.21% 9

Other funds holding FBND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Management Resources's FBND Position: Q3 2026 in Review

Wealth Management Resources increased its Fidelity Total Bond ETF (FBND) stake by 3.3% in Q3 2026, buying an estimated $967K and bringing the position to 678,272 shares worth $29.4M. The position accounts for 9.07% of the portfolio, ranked #3.

Wealth Management Resources first reported a position in FBND in Q4 2021 and has held it in 20 quarters since. The position peaked at $33M in Q3 2025. 573 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Wealth Management Resources held 678,272 shares of Fidelity Total Bond ETF worth $29.4M as of Q3 2026.
  • Wealth Management Resources bought 21,591 Fidelity Total Bond ETF shares in Q3 2026, an estimated $967K.
  • Fidelity Total Bond ETF made up 9.07% of Wealth Management Resources's portfolio in Q3 2026, its #3 holding.
  • Wealth Management Resources first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Wealth Management Resources's Fidelity Total Bond ETF position peaked at $33M in Q3 2025.
  • 573 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Wealth Management Resources's 13F filing for Q3 2026, filed 21 Oct 2026.