WEG
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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
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

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

World Equity Group's FBND Position: Q2 2026 in Review

World Equity Group increased its Fidelity Total Bond ETF (FBND) stake by 9.2% in Q2 2026, buying an estimated $73.1K and bringing the position to 19,037 shares worth $866K. The position accounts for 0.19% of the portfolio, ranked #111.

World Equity Group first reported a position in FBND in Q1 2025 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • World Equity Group held 19,037 shares of Fidelity Total Bond ETF worth $866K as of Q2 2026.
  • World Equity Group bought 1,603 Fidelity Total Bond ETF shares in Q2 2026, an estimated $73.1K.
  • Fidelity Total Bond ETF made up 0.19% of World Equity Group's portfolio in Q2 2026, its #111 holding.
  • World Equity Group first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 188 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.