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

Envision 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
2026 Q1	$25.6M	Buy	560,272 +62,385	+13%	+$2.88M	9.25%	1
2025 Q4	$22.9M	Buy	497,887 +392,001	+370%	+$18.2M	8.67%	2
2025 Q3	$4.9M	Buy	105,886 +13,927	+15%	+$639K	2.08%	14
2025 Q2	$4.21M	Buy	91,959 +6,162	+7%	+$279K	1.97%	14
2025 Q1	$3.92M	Buy	85,797 +3,482	+4%	+$158K	2%	15
2024 Q4	$3.69M	Buy	82,315 +3,759	+5%	+$172K	1.91%	16
2024 Q3	$3.67M	Buy	+78,556	New	+$3.63M	1.93%	16

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

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

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

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

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

DWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envision Financial Planning's FBND Position: Q1 2026 in Review

Envision Financial Planning increased its Fidelity Total Bond ETF (FBND) stake by 13% in Q1 2026, buying an estimated $2.88M and bringing the position to 560,272 shares worth $25.6M. The position accounts for 9.25% of the portfolio, ranked #1.

Envision Financial Planning first reported a position in FBND in Q3 2024 and has held it in 7 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Envision Financial Planning held 560,272 shares of Fidelity Total Bond ETF worth $25.6M as of Q1 2026.
Envision Financial Planning bought 62,385 Fidelity Total Bond ETF shares in Q1 2026, an estimated $2.88M.
Fidelity Total Bond ETF made up 9.25% of Envision Financial Planning's portfolio in Q1 2026, its #1 holding.
Envision Financial Planning first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 7 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.