Creative Planning’s Fidelity Total Bond ETF FBND Stock Holding History

Creative 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
2026 Q2	$33.6M	Sell	738,717 -37,580	-5%	-$1.71M	0.02%	323
2026 Q1	$35.4M	Sell	776,297 -80,162	-9%	-$3.7M	0.02%	279
2025 Q4	$39.4M	Sell	856,459 -305,810	-26%	-$14.2M	0.03%	239
2025 Q3	$53.7M	Sell	1,162,269 -523,963	-31%	-$24.1M	0.04%	176
2025 Q2	$77.1M	Sell	1,686,232 -2,971,886	-64%	-$135M	0.07%	121
2025 Q1	$213M	Buy	4,658,118 +3,836,103	+467%	+$174M	0.2%	60
2024 Q4	$36.9M	Buy	822,015 +754,299	+1,114%	+$34.5M	0.04%	186
2024 Q3	$3.17M	Sell	67,716 -7,304	-10%	-$338K	﹤0.01%	835
2024 Q2	$3.37M	Buy	75,020 +2,380	+3%	+$107K	﹤0.01%	774
2024 Q1	$3.29M	Sell	72,640 -617	-0.8%	-$28K	﹤0.01%	762
2023 Q4	$3.37M	Sell	73,257 -13,162	-15%	-$581K	0.01%	695
2023 Q3	$3.76M	Sell	86,419 -23,892	-22%	-$1.07M	0.01%	616
2023 Q2	$5.01M	Sell	110,311 -4,891	-4%	-$224K	0.01%	523
2023 Q1	$5.3M	Sell	115,202 -98,708	-46%	-$4.52M	0.01%	491
2022 Q4	$9.64M	Buy	213,910 +204,386	+2,146%	+$9.17M	0.01%	342
2022 Q3	$423K	Sell	9,524 -69	-0.7%	-$3.22K	﹤0.01%	1431
2022 Q2	$446K	Sell	9,593 -318	-3%	-$15.1K	﹤0.01%	1381
2022 Q1	$493K	Sell	9,911 -2,156	-18%	-$110K	﹤0.01%	1325
2021 Q4	$640K	Sell	12,067 -268	-2%	-$14.2K	﹤0.01%	1169
2021 Q3	$655K	Sell	12,335 -1,984	-14%	-$106K	﹤0.01%	1152
2021 Q2	$764K	Buy	14,319 +3,066	+27%	+$162K	﹤0.01%	1056
2021 Q1	$590K	Buy	+11,253	New	+$600K	﹤0.01%	1317
2020 Q1	–	Sell	-3,880	Closed	-$201K	–	1941
2019 Q4	$201K	Buy	+3,880	New	+$201K	﹤0.01%	1634
2017 Q3	–	Sell	-64	Closed	-$3K	–	2476
2017 Q2	$3K	Buy	64 +50	+357%	+$2.51K	﹤0.01%	4178
2017 Q1	$1K	Hold	14	–	–	﹤0.01%	4431
2016 Q4	$1K	Buy	+14	New	+$700	﹤0.01%	4421

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

Creative Planning's FBND Position: Q2 2026 in Review

Creative Planning reduced its Fidelity Total Bond ETF (FBND) stake by 4.8% in Q2 2026, selling an estimated $1.71M and leaving 738,717 shares worth $33.6M. The position accounts for 0.02% of the portfolio, ranked #323.

Creative Planning first reported a position in FBND in Q4 2016 and has held it in 26 quarters since. The position peaked at $213M in Q1 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Creative Planning held 738,717 shares of Fidelity Total Bond ETF worth $33.6M as of Q2 2026.
Creative Planning sold 37,580 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.71M.
Fidelity Total Bond ETF made up 0.02% of Creative Planning's portfolio in Q2 2026, its #323 holding.
Creative Planning first reported a position in Fidelity Total Bond ETF in Q4 2016 and has held it in 26 quarters since.
Creative Planning's Fidelity Total Bond ETF position peaked at $213M in Q1 2025.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.