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 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 $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mark Sheptoff Financial Planning's FBND Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Fidelity Total Bond ETF (FBND) stake by 49% in Q1 2026, buying an estimated $12.6K and bringing the position to 833 shares worth $37.9K. The position accounts for 0.02% of the portfolio, ranked #203.

Mark Sheptoff Financial Planning first reported a position in FBND in Q3 2024 and has held it in 7 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Mark Sheptoff Financial Planning held 833 shares of Fidelity Total Bond ETF worth $37.9K as of Q1 2026.
Mark Sheptoff Financial Planning bought 274 Fidelity Total Bond ETF shares in Q1 2026, an estimated $12.6K.
Fidelity Total Bond ETF made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #203 holding.
Mark Sheptoff Financial Planning first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 7 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.