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

Holistic 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	$3.98M	Buy	87,568 +2,529	+3%	+$115K	0.62%	36
2026 Q1	$3.88M	Buy	85,039 +18,501	+28%	+$853K	0.77%	27
2025 Q4	$3.06M	Buy	66,538 +48,148	+262%	+$2.23M	0.65%	29
2025 Q3	$850K	Buy	18,390 +11,555	+169%	+$531K	0.22%	80
2025 Q2	$313K	Buy	+6,835	New	+$309K	0.09%	171

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

Holistic Planning's FBND Position: Q2 2026 in Review

Holistic Planning increased its Fidelity Total Bond ETF (FBND) stake by 3% in Q2 2026, buying an estimated $115K and bringing the position to 87,568 shares worth $3.98M. The position accounts for 0.62% of the portfolio, ranked #36.

Holistic Planning first reported a position in FBND in Q2 2025 and has held it in 5 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Holistic Planning held 87,568 shares of Fidelity Total Bond ETF worth $3.98M as of Q2 2026.
Holistic Planning bought 2,529 Fidelity Total Bond ETF shares in Q2 2026, an estimated $115K.
Fidelity Total Bond ETF made up 0.62% of Holistic Planning's portfolio in Q2 2026, its #36 holding.
Holistic Planning first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 5 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.