Weaver Consulting Group FBND — FIDELITY TOTAL BOND ETF

Ownership history in Weaver Consulting Group  ·  15 quarters on record

AI Ownership Summary

Weaver Consulting Group reported FIDELITY TOTAL BOND ETF (FBND) in 15 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 1.67% in 2026 Q3. The latest visible filing shows FBND at 1.67% 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 Weaver Consulting Group'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
2026 Q3

FBND was reported at 1.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.67% in 2026 Q3

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

Time in book
Holding Window
2026 Q1 to 2026 Q3

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 Weaver Consulting Group held FBND — position size vs. price
% of Fund (quarterly)    FBND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 198,196 +182,808 +1188.0% 1.67% $8.6M 2026-10-07 $43.32
2026 Q2 ADDED — — — 15,388 +3,878 +33.7% 0.14% $700K 2026-07-29 $44.47
2026 Q1 ADDED — — — 11,510 +3,956 +52.4% 0.13% $525K 2026-05-15 $44.37
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Weaver Consulting Group and FBND

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

How long has Weaver Consulting Group reported owning FBND?

Weaver Consulting Group reported FBND across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported FBND position in Weaver Consulting Group's portfolio?

The largest reported portfolio weight for FBND was 1.67% in 2026 Q3.

What is the latest reported FBND position on this page?

The most recent filing on this page is 2026 Q3, when Weaver Consulting Group reported 198,196 shares, equal to 1.67% of portfolio, with an estimated market value of $8.6M.

What does the chart on this FBND ownership page compare?

The chart compares Weaver Consulting Group'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.

How well did Weaver Consulting Group time their FBND position?

Based on 13F filing dates vs. subsequent FBND price moves, Weaver Consulting Group correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on FBND relative to SPY over the holding period was +350.6%.

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