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

OLIO 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	$49.3M	Buy	1,084,423 +66,217	+7%	+$3.02M	12.24%	4
2026 Q1	$46.5M	Buy	1,018,206 +42,465	+4%	+$1.96M	12.87%	4
2025 Q4	$44.9M	Buy	975,741 +53,318	+6%	+$2.47M	12.6%	4
2025 Q3	$42.7M	Buy	922,423 +38,381	+4%	+$1.76M	12.51%	4
2025 Q2	$40.4M	Buy	884,042 +29,876	+3%	+$1.35M	12.76%	4
2025 Q1	$39M	Buy	854,166 +88,278	+12%	+$4M	13.48%	4
2024 Q4	$34.4M	Buy	765,888 +653,991	+584%	+$29.9M	12.07%	5
2024 Q3	$5.16M	Hold	111,897	–	–	2.17%	11
2024 Q2	$5.16M	Hold	111,897	–	–	2.18%	11
2024 Q1	$5.16M	Sell	111,897 -4,103	-4%	-$186K	2.17%	11
2023 Q4	$5.35M	Buy	116,000 +16,259	+16%	+$718K	2.24%	10
2023 Q3	$4.34M	Buy	99,741 +8,846	+10%	+$396K	2.04%	11
2023 Q2	$4.13M	Buy	90,895 +12,323	+16%	+$564K	1.96%	12
2023 Q1	$3.61M	Buy	78,572 +21,369	+37%	+$979K	1.87%	13
2022 Q4	$2.58M	Buy	57,203 +18,287	+47%	+$820K	1.4%	15
2022 Q3	$1.73M	Buy	38,916 +2,518	+7%	+$118K	1.03%	17
2022 Q2	$1.69M	Buy	36,398 +17,530	+93%	+$835K	0.95%	17
2022 Q1	$939K	Buy	+18,868	New	+$965K	0.54%	24

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

OLIO Financial Planning's FBND Position: Q2 2026 in Review

OLIO Financial Planning increased its Fidelity Total Bond ETF (FBND) stake by 6.5% in Q2 2026, buying an estimated $3.02M and bringing the position to 1,084,423 shares worth $49.3M. The position accounts for 12.24% of the portfolio, ranked #4.

OLIO Financial Planning first reported a position in FBND in Q1 2022 and has held it in 18 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

OLIO Financial Planning held 1,084,423 shares of Fidelity Total Bond ETF worth $49.3M as of Q2 2026.
OLIO Financial Planning bought 66,217 Fidelity Total Bond ETF shares in Q2 2026, an estimated $3.02M.
Fidelity Total Bond ETF made up 12.24% of OLIO Financial Planning's portfolio in Q2 2026, its #4 holding.
OLIO Financial Planning first reported a position in Fidelity Total Bond ETF in Q1 2022 and has held it in 18 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.