FBND β€” FIDELITY TOTAL BOND ETF

Ownership history in Certified Advisory Corp  Β·  10 quarters on record

AI Ownership Summary

Certified Advisory Corp reported FIDELITY TOTAL BOND ETF (FBND) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.09% in 2025 Q1. The latest visible filing shows FBND at 1.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Certified Advisory Corp's position in FIDELITY TOTAL BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FBND was reported at 1.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.09% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Certified Advisory Corp held FBND β€” position size vs. price
% of Fund (quarterly)    FBND price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 460,405 +19,988 +4.5% 1.93% $21.2M 2026-02-14 (Est.) $46.41
2025 Q3 ADDED 440,417 +20,507 +4.9% 1.93% $20.4M 2025-11-13 $45.59
2025 Q2 ADDED 419,910 +15,899 +3.9% 2.00% $19.2M 2025-08-14 $44.59
2025 Q1 ADDED 404,011 +6,931 +1.7% 2.09% $18.4M 2025-05-08 $43.40
2024 Q4 ADDED 397,080 +7,887 +2.0% 1.93% $17.8M 2025-01-15 $42.48
2024 Q3 ADDED 389,193 +120,741 +45.0% 2.02% $18.2M 2024-11-12 $42.60
2024 Q2 ADDED 268,452 +12,660 +4.9% 1.51% $12.1M 2024-08-13 $43.09
2024 Q1 ADDED 255,792 +248,826 +3572.0% 1.62% $11.6M 2024-05-10 $41.04
2023 Q4 ADDED 6,966 +6,536 +1520.0% 0.05% $321K 2024-02-09 $41.12
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Certified Advisory Corp and FBND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Certified Advisory Corp reported owning FBND?

Certified Advisory Corp reported FBND across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FBND position in Certified Advisory Corp's portfolio?

The largest reported portfolio weight for FBND was 2.09% in 2025 Q1.

What is the latest reported FBND position on this page?

The most recent filing on this page is 2025 Q4, when Certified Advisory Corp reported 460,405 shares, equal to 1.93% of portfolio, with an estimated market value of $21.2M.

What does the chart on this FBND ownership page compare?

The chart compares Certified Advisory Corp's quarterly FBND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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