Next Level Wealth Planning’s Fidelity Total Bond ETF FBND Stock Holding History

Next Level Wealth 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	$1.79M	Buy	39,241 +10,315	+36%	+$476K	0.92%	11
2025 Q4	$1.33M	Buy	28,926 +3,310	+13%	+$154K	0.71%	13
2025 Q3	$1.18M	Buy	25,616 +589	+2%	+$27K	0.67%	12
2025 Q2	$1.14M	Buy	25,027 +5,029	+25%	+$228K	0.73%	12
2025 Q1	$913K	Buy	19,998 +961	+5%	+$43.5K	0.69%	12
2024 Q4	$854K	Buy	+19,037	New	+$870K	0.67%	12

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

Next Level Wealth Planning's FBND Position: Q1 2026 in Review

Next Level Wealth Planning increased its Fidelity Total Bond ETF (FBND) stake by 36% in Q1 2026, buying an estimated $476K and bringing the position to 39,241 shares worth $1.79M. The position accounts for 0.92% of the portfolio, ranked #11.

Next Level Wealth Planning first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Next Level Wealth Planning held 39,241 shares of Fidelity Total Bond ETF worth $1.79M as of Q1 2026.
Next Level Wealth Planning bought 10,315 Fidelity Total Bond ETF shares in Q1 2026, an estimated $476K.
Fidelity Total Bond ETF made up 0.92% of Next Level Wealth Planning's portfolio in Q1 2026, its #11 holding.
Next Level Wealth Planning first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.