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Investment Planning Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Investment Planning Advisors’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 		$485K Sell
10,666
-362,376
-97% -$16.5M 0.11% 68
2026
Q1 		$17M Buy
373,042
+3,326
+0.9% +$153K 4.69% 8
2025
Q4 		$17M Buy
369,716
+14,903
+4% +$692K 4.96% 7
2025
Q3 		$16.4M Sell
354,813
-127,704
-26% -$5.86M 5.16% 8
2025
Q2 		$22.1M Buy
482,517
+258,834
+116% +$11.7M 7.8% 5
2025
Q1 		$10.2M Sell
223,683
-1,562
-0.7% -$70.7K 4.15% 9
2024
Q4 		$10.1M Buy
225,245
+13,498
+6% +$617K 4.41% 8
2024
Q3 		$9.51M Hold
211,747
– – 4.85% 7
2024
Q2 		$9.51M Buy
+211,747
New +$9.49M 4.85% 7

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

Investment Planning Advisors's FBND Position: Q2 2026 in Review

Investment Planning Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 97% in Q2 2026, selling an estimated $16.5M and leaving 10,666 shares worth $485K. The position accounts for 0.11% of the portfolio, ranked #68.

Investment Planning Advisors first reported a position in FBND in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.1M in Q2 2025. 243 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Investment Planning Advisors held 10,666 shares of Fidelity Total Bond ETF worth $485K as of Q2 2026.
  • Investment Planning Advisors sold 362,376 Fidelity Total Bond ETF shares in Q2 2026, an estimated $16.5M.
  • Fidelity Total Bond ETF made up 0.11% of Investment Planning Advisors's portfolio in Q2 2026, its #68 holding.
  • Investment Planning Advisors first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Investment Planning Advisors's Fidelity Total Bond ETF position peaked at $22.1M in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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