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Hoxton Planning & Management’s Fidelity Total Bond ETF FBND Stock Holding History

Hoxton Planning & Management’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 		$1.26M Sell
27,606
-5,498
-17% -$251K 0.33% 62
2026
Q1 		$1.51M Buy
33,104
+14,201
+75% +$655K 0.45% 45
2025
Q4 		$870K Sell
18,903
-254
-1% -$11.8K 0.26% 66
2025
Q3 		$886K Sell
19,157
-801
-4% -$36.8K 0.29% 66
2025
Q2 		$913K Sell
19,958
-1,548
-7% -$70.1K 0.32% 65
2025
Q1 		$982K Buy
21,506
+1,171
+6% +$53K 0.37% 54
2024
Q4 		$912K Buy
20,335
+3,544
+21% +$162K 0.35% 56
2024
Q3 		$785K Buy
16,791
+563
+3% +$26K 0.3% 62
2024
Q2 		$729K Sell
16,228
-534
-3% -$23.9K 0.34% 53
2024
Q1 		$759K Sell
16,762
-504
-3% -$22.9K 0.36% 50
2023
Q4 		$795K Sell
17,266
-14,205
-45% -$627K 0.42% 40
2023
Q3 		$1.37M Sell
31,471
-1,078
-3% -$48.2K 0.89% 21
2023
Q2 		$1.48M Sell
32,549
-130
-0.4% -$5.95K 0.91% 17
2023
Q1 		$1.5M Sell
32,679
-341
-1% -$15.6K 0.83% 24
2022
Q4 		$1.49M Buy
+33,020
New +$1.48M 0.79% 26

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Hoxton Planning & Management's FBND Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Fidelity Total Bond ETF (FBND) stake by 17% in Q2 2026, selling an estimated $251K and leaving 27,606 shares worth $1.26M. The position accounts for 0.33% of the portfolio, ranked #62.

Hoxton Planning & Management first reported a position in FBND in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q1 2026. 188 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Hoxton Planning & Management held 27,606 shares of Fidelity Total Bond ETF worth $1.26M as of Q2 2026.
  • Hoxton Planning & Management sold 5,498 Fidelity Total Bond ETF shares in Q2 2026, an estimated $251K.
  • Fidelity Total Bond ETF made up 0.33% of Hoxton Planning & Management's portfolio in Q2 2026, its #62 holding.
  • Hoxton Planning & Management first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's Fidelity Total Bond ETF position peaked at $1.51M in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.