CFFP
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Center for Financial Planning’s Fidelity Total Bond ETF FBND Stock Holding History

Center for Financial Planning’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
2025
Q4 		– Sell
-489
Closed -$22.6K – 712
2025
Q3 		$22.6K Buy
+489
New +$22.5K ﹤0.01% 402

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Center for Financial Planning's FBND Position: Q4 2025 in Review

Center for Financial Planning sold out of Fidelity Total Bond ETF (FBND) in Q4 2025, closing a stake of 489 shares — an estimated $22.6K sold.

Center for Financial Planning first reported a position in FBND in Q3 2025 and held it in 1 quarter. The position peaked at $22.6K in Q3 2025. 728 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

  • Center for Financial Planning reported no remaining Fidelity Total Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 489 Fidelity Total Bond ETF shares in Q4 2025, an estimated $22.6K.
  • Center for Financial Planning first reported a position in Fidelity Total Bond ETF in Q3 2025 and held it in 1 quarter.
  • Center for Financial Planning's Fidelity Total Bond ETF position peaked at $22.6K in Q3 2025.
  • 728 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.