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Weaver Consulting Group’s Fidelity Total Bond ETF FBND Stock Holding History

Weaver Consulting 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 		$8.58M Buy
198,196
+182,808
+1,188% +$8.19M 1.67% 9
2026
Q2 		$700K Buy
15,388
+3,878
+34% +$177K 0.14% 126
2026
Q1 		$525K Buy
+11,510
New +$531K 0.13% 142
2023
Q1 		– Sell
-7,554
Closed -$340K – 185
2022
Q4 		$340K Sell
7,554
-2,331
-24% -$105K 0.17% 115
2022
Q3 		$439K Sell
9,885
-188
-2% -$8.78K 0.25% 76
2022
Q2 		$469K Sell
10,073
-257
-2% -$12.2K 0.26% 76
2022
Q1 		$514K Sell
10,330
-54
-0.5% -$2.76K 0.25% 74
2021
Q4 		$551K Hold
10,384
– – 0.27% 66
2021
Q3 		$552K Sell
10,384
-75
-0.7% -$4.02K 0.3% 61
2021
Q2 		$558K Sell
10,459
-731
-7% -$38.7K 0.31% 56
2021
Q1 		$586K Sell
11,190
-928
-8% -$49.4K 0.36% 48
2020
Q4 		$657K Sell
12,118
-2,047
-14% -$112K 0.41% 47
2020
Q3 		$774K Buy
14,165
+36
+0.3% +$1.98K 0.45% 43
2020
Q2 		$762K Hold
14,129
– – 0.44% 46
2020
Q1 		$731K Buy
+14,129
New +$731K 0.48% 44

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
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Weaver Consulting Group's FBND Position: Q3 2026 in Review

Weaver Consulting Group increased its Fidelity Total Bond ETF (FBND) stake by 1,188% in Q3 2026, buying an estimated $8.19M and bringing the position to 198,196 shares worth $8.58M. The position accounts for 1.67% of the portfolio, ranked #9.

Weaver Consulting Group first reported a position in FBND in Q1 2020 and has held it in 15 quarters since. 41 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Weaver Consulting Group held 198,196 shares of Fidelity Total Bond ETF worth $8.58M as of Q3 2026.
  • Weaver Consulting Group bought 182,808 Fidelity Total Bond ETF shares in Q3 2026, an estimated $8.19M.
  • Fidelity Total Bond ETF made up 1.67% of Weaver Consulting Group's portfolio in Q3 2026, its #9 holding.
  • Weaver Consulting Group first reported a position in Fidelity Total Bond ETF in Q1 2020 and has held it in 15 quarters since.
  • 41 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.