World Equity Group’s Fidelity Total Bond ETF FBND Stock Holding History

World Equity 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	$246K	Sell	5,683 -13,354	-70%	-$598K	0.1%	210
2026 Q2	$866K	Buy	19,037 +1,603	+9%	+$73.1K	0.19%	111
2026 Q1	$795K	Buy	17,434 +1,543	+10%	+$71.2K	0.21%	114
2025 Q4	$732K	Buy	15,891 +1	+0%	+$46	0.2%	119
2025 Q3	$735K	Buy	15,890 +178	+1%	+$8.17K	0.17%	121
2025 Q2	$719K	Sell	15,712 -886	-5%	-$40.1K	0.2%	117
2025 Q1	$758K	Buy	+16,598	New	+$752K	0.22%	106

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

World Equity Group's FBND Position: Q3 2026 in Review

World Equity Group reduced its Fidelity Total Bond ETF (FBND) stake by 70% in Q3 2026, selling an estimated $598K and leaving 5,683 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #210.

World Equity Group first reported a position in FBND in Q1 2025 and has held it in 7 quarters since. The position peaked at $866K in Q2 2026. 242 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

World Equity Group held 5,683 shares of Fidelity Total Bond ETF worth $246K as of Q3 2026.
World Equity Group sold 13,354 Fidelity Total Bond ETF shares in Q3 2026, an estimated $598K.
Fidelity Total Bond ETF made up 0.1% of World Equity Group's portfolio in Q3 2026, its #210 holding.
World Equity Group first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 7 quarters since.
World Equity Group's Fidelity Total Bond ETF position peaked at $866K in Q2 2026.
242 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.