BFC Planning, Inc.’s Fidelity Total Bond ETF FBND Stock Holding History

BFC Planning, Inc.’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	$391K	Sell	8,597 -453	-5%	-$20.7K	0.02%	697
2026 Q1	$413K	Buy	9,050 +317	+4%	+$14.6K	0.02%	634
2025 Q4	$402K	Buy	+8,733	New	+$405K	0.02%	621
2025 Q3	–	Sell	-55	Closed	-$2.52K	–	2920
2025 Q2	$2.52K	Buy	+55	New	+$2.49K	﹤0.01%	2251

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 $468B AUM 17.69% 1-Year Est. Return

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

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFC Planning, Inc.'s FBND Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Fidelity Total Bond ETF (FBND) stake by 5% in Q2 2026, selling an estimated $20.7K and leaving 8,597 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #697.

BFC Planning, Inc. first reported a position in FBND in Q2 2025 and has held it in 4 quarters since. The position peaked at $413K in Q1 2026. 800 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

BFC Planning, Inc. held 8,597 shares of Fidelity Total Bond ETF worth $391K as of Q2 2026.
BFC Planning, Inc. sold 453 Fidelity Total Bond ETF shares in Q2 2026, an estimated $20.7K.
Fidelity Total Bond ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #697 holding.
BFC Planning, Inc. first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 4 quarters since.
BFC Planning, Inc.'s Fidelity Total Bond ETF position peaked at $413K in Q1 2026.
800 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.