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

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

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. 794 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.
794 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.