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

Essential 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	$7.47M	Buy	164,190 +44,249	+37%	+$2.02M	2.11%	13
2026 Q1	$5.47M	Buy	119,941 +28,327	+31%	+$1.31M	1.74%	15
2025 Q4	$4.22M	Buy	91,614 +34,329	+60%	+$1.59M	1.35%	18
2025 Q3	$2.65M	Buy	57,285 +23,253	+68%	+$1.07M	0.91%	21
2025 Q2	$1.56M	Buy	34,032 +9,807	+40%	+$444K	0.58%	26
2025 Q1	$1.11M	Sell	24,225 -546,040	-96%	-$24.7M	0.45%	29
2024 Q4	$26M	Buy	570,265 +563,280	+8,064%	+$25.7M	0.17%	51
2024 Q3	$326K	Buy	+6,985	New	+$323K	0.13%	61

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CTB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Essential Planning's FBND Position: Q2 2026 in Review

Essential Planning increased its Fidelity Total Bond ETF (FBND) stake by 37% in Q2 2026, buying an estimated $2.02M and bringing the position to 164,190 shares worth $7.47M. The position accounts for 2.11% of the portfolio, ranked #13.

Essential Planning first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $26M in Q4 2024. 720 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Essential Planning held 164,190 shares of Fidelity Total Bond ETF worth $7.47M as of Q2 2026.
Essential Planning bought 44,249 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.02M.
Fidelity Total Bond ETF made up 2.11% of Essential Planning's portfolio in Q2 2026, its #13 holding.
Essential Planning first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
Essential Planning's Fidelity Total Bond ETF position peaked at $26M in Q4 2024.
720 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.