FBND — FIDELITY TOTAL BOND ETF

Ownership history in VICUS CAPITAL · 29 quarters on record

This page tracks every 13F SEC filing in which VICUS CAPITAL reported a position in FIDELITY TOTAL BOND ETF (FBND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

3.37% (2021 Q2)

Avg. % of fund

2.26%

First filed

2018 Q4

Last filed

2025 Q4

Quarters held

29

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	733,204	+16,541	+2.3%	2.53%	$33.8M	$45.74
2025 Q3	ADDED	716,663	+31,390	+4.6%	2.53%	$33.1M	$45.34
2025 Q2	ADDED	685,273	+17,452	+2.6%	2.61%	$31.4M	$44.35
2025 Q1	REDUCED	667,821	-37,172	-5.3%	2.84%	$30.5M	$43.73

% of Fund (quarterly) FBND price (monthly, adj. close)

Other funds also holding FBND

As of 2025 Q4 — sorted by position size

Sherrill & Hutchins Financial Advisory, Inc 29.27% Targeted Financial Services LLC 19.34% SARD WEALTH MANAGEMENT GROUP, LLC 14.28% Goodwin Investment Advisory 3Y 14.24% PRUDENT INVESTORS NETWORK, INC. 3Y 13.89% POWER WEALTH MANAGEMENT LLC 13.22% OLIO Financial Planning 3Y 12.6% S Harris Financial Group, LLC 12.51% Split Rock Private Trading & Wealth Management, LLC 11.26% Navalign, LLC 3Y 11.19%

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