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

Forbes 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
Q2 		$16.3M Sell
358,978
-6,557
-2% -$299K 8.76% 2
2026
Q1 		$16.7M Buy
365,535
+3,796
+1% +$175K 9.63% 1
2025
Q4 		$16.7M Buy
361,739
+39,856
+12% +$1.85M 9.74% 1
2025
Q3 		$15M Buy
321,883
+6,597
+2% +$303K 9.92% 1
2025
Q2 		$14.4M Buy
315,286
+198,077
+169% +$8.97M 9.74% 1
2025
Q1 		$5.35M Buy
117,209
+19,157
+20% +$868K 3.96% 13
2024
Q4 		$4.4M Buy
+98,052
New +$4.48M 2.13% 15

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

Forbes Financial Planning's FBND Position: Q2 2026 in Review

Forbes Financial Planning reduced its Fidelity Total Bond ETF (FBND) stake by 1.8% in Q2 2026, selling an estimated $299K and leaving 358,978 shares worth $16.3M. The position accounts for 8.76% of the portfolio, ranked #2.

Forbes Financial Planning first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.7M in Q1 2026. 561 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Forbes Financial Planning held 358,978 shares of Fidelity Total Bond ETF worth $16.3M as of Q2 2026.
  • Forbes Financial Planning sold 6,557 Fidelity Total Bond ETF shares in Q2 2026, an estimated $299K.
  • Fidelity Total Bond ETF made up 8.76% of Forbes Financial Planning's portfolio in Q2 2026, its #2 holding.
  • Forbes Financial Planning first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Forbes Financial Planning's Fidelity Total Bond ETF position peaked at $16.7M in Q1 2026.
  • 561 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.