Mark Sheptoff Financial Planning’s Fidelity Total Bond ETF FBND Stock Holding History

Mark Sheptoff Financial 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	$37.9K	Buy	834 +1	+0.1%	+$46	0.02%	211
2026 Q1	$37.9K	Buy	833 +274	+49%	+$12.6K	0.02%	203
2025 Q4	$25.7K	Buy	559 +5	+0.9%	+$232	0.01%	252
2025 Q3	$25.6K	Buy	554 +5	+0.9%	+$230	0.01%	250
2025 Q2	$25.1K	Buy	549 +6	+1%	+$272	0.01%	249
2025 Q1	$24.8K	Buy	543 +5	+0.9%	+$226	0.01%	227
2024 Q4	$24.1K	Buy	538 +4	+0.7%	+$183	0.01%	242
2024 Q3	$24.9K	Buy	+534	New	+$24.7K	0.01%	230

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

Mark Sheptoff Financial Planning's FBND Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its Fidelity Total Bond ETF (FBND) stake by 0.12% in Q2 2026, buying an estimated $46 and bringing the position to 834 shares worth $37.9K. The position accounts for 0.02% of the portfolio, ranked #211.

Mark Sheptoff Financial Planning first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Mark Sheptoff Financial Planning held 834 shares of Fidelity Total Bond ETF worth $37.9K as of Q2 2026.
Mark Sheptoff Financial Planning bought 1 Fidelity Total Bond ETF share in Q2 2026, an estimated $46.
Fidelity Total Bond ETF made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #211 holding.
Mark Sheptoff Financial Planning first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.