Hoxton Planning & Management
FBND icon

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
Q3 		$4.32M Buy
99,786
+72,180
+261% +$3.23M 1.1% 23
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Hoxton Planning & Management's FBND Position: Q3 2026 in Review

Hoxton Planning & Management increased its Fidelity Total Bond ETF (FBND) stake by 261% in Q3 2026, buying an estimated $3.23M and bringing the position to 99,786 shares worth $4.32M. The position accounts for 1.1% of the portfolio, ranked #23.

Hoxton Planning & Management first reported a position in FBND in Q4 2022 and has held it in 16 quarters since. 717 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Hoxton Planning & Management held 99,786 shares of Fidelity Total Bond ETF worth $4.32M as of Q3 2026.
  • Hoxton Planning & Management bought 72,180 Fidelity Total Bond ETF shares in Q3 2026, an estimated $3.23M.
  • Fidelity Total Bond ETF made up 1.1% of Hoxton Planning & Management's portfolio in Q3 2026, its #23 holding.
  • Hoxton Planning & Management first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 717 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.