Abacus Planning Group’s Fidelity Total Bond ETF FBND Stock Holding History

Abacus Planning 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	$426K	Buy	+9,365	New	+$427K	0.05%	160

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Abacus Planning Group's FBND Position: Q2 2026 in Review

Abacus Planning Group opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2026: 9,365 shares worth $426K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings.

789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Abacus Planning Group held 9,365 shares of Fidelity Total Bond ETF worth $426K as of Q2 2026.
Fidelity Total Bond ETF was a new Abacus Planning Group position in Q2 2026.
Fidelity Total Bond ETF made up 0.05% of Abacus Planning Group's portfolio in Q2 2026, its #160 holding.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.