Comprehensive Financial Planning’s Fidelity Total Bond ETF FBND Stock Holding History

Comprehensive 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 Q2	–	Sell	-429	Closed	-$19.6K	–	343
2025 Q1	$19.6K	Buy	+429	New	+$19.4K	0.02%	178

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Comprehensive Financial Planning's FBND Position: Q2 2025 in Review

Comprehensive Financial Planning sold out of Fidelity Total Bond ETF (FBND) in Q2 2025, closing a stake of 429 shares — an estimated $19.6K sold.

Comprehensive Financial Planning first reported a position in FBND in Q1 2025 and held it in 1 quarter. The position peaked at $19.6K in Q1 2025. 623 funds tracked by Wall St. Rank hold FBND as of Q2 2025.

Comprehensive Financial Planning reported no remaining Fidelity Total Bond ETF position as of Q2 2025 after selling out during the quarter.
Comprehensive Financial Planning sold 429 Fidelity Total Bond ETF shares in Q2 2025, an estimated $19.6K.
Comprehensive Financial Planning first reported a position in Fidelity Total Bond ETF in Q1 2025 and held it in 1 quarter.
Comprehensive Financial Planning's Fidelity Total Bond ETF position peaked at $19.6K in Q1 2025.
623 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2025.

Based on Comprehensive Financial Planning's 13F filing for Q2 2025, filed 8 Aug 2025.