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Pearl Planning’s Fidelity Total Bond ETF FBND Stock Holding History

Pearl 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 		$17.5M Buy
385,581
+34,406
+10% +$1.57M 8.07% 4
2026
Q1 		$16M Buy
+351,175
New +$16.2M 8.56% 4

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pearl Planning's FBND Position: Q2 2026 in Review

Pearl Planning increased its Fidelity Total Bond ETF (FBND) stake by 9.8% in Q2 2026, buying an estimated $1.57M and bringing the position to 385,581 shares worth $17.5M. The position accounts for 8.07% of the portfolio, ranked #4.

Pearl Planning first reported a position in FBND in Q1 2026 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Pearl Planning held 385,581 shares of Fidelity Total Bond ETF worth $17.5M as of Q2 2026.
  • Pearl Planning bought 34,406 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.57M.
  • Fidelity Total Bond ETF made up 8.07% of Pearl Planning's portfolio in Q2 2026, its #4 holding.
  • Pearl Planning first reported a position in Fidelity Total Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Pearl Planning's 13F filing for Q2 2026, filed 21 Jul 2026.