CPG
FBND icon

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

Cornerstone 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 		$48.9K Hold
1,086
– – 0.01% 407
2026
Q1 		$49.4K Sell
1,086
-7,379
-87% -$340K 0.01% 403
2025
Q4 		$391K Buy
8,465
+7,381
+681% +$342K 0.06% 97
2025
Q3 		$50.3K Buy
+1,084
New +$49.8K 0.01% 338
2022
Q4 		$133K Buy
+2,843
New +$128K 0.06% 127

Other funds holding FBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

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

Cornerstone Planning Group held its Fidelity Total Bond ETF (FBND) position steady in Q2 2026 at 1,086 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #407.

Cornerstone Planning Group first reported a position in FBND in Q4 2022 and has held it in 5 quarters since. The position peaked at $391K in Q4 2025. 561 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Cornerstone Planning Group held 1,086 shares of Fidelity Total Bond ETF worth $48.9K as of Q2 2026.
  • Cornerstone Planning Group left its Fidelity Total Bond ETF share count unchanged in Q2 2026.
  • Fidelity Total Bond ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #407 holding.
  • Cornerstone Planning Group first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Fidelity Total Bond ETF position peaked at $391K in Q4 2025.
  • 561 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.