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Plan A Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

Plan A Wealth’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 		$1.16M Buy
25,391
+8,883
+54% +$405K 0.49% 22
2026
Q1 		$753K Buy
16,508
+8
+0% +$369 0.36% 36
2025
Q4 		$760K Buy
16,500
+7,052
+75% +$327K 0.37% 34
2025
Q3 		$437K Buy
+9,448
New +$434K 0.22% 83

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

Plan A Wealth's FBND Position: Q2 2026 in Review

Plan A Wealth increased its Fidelity Total Bond ETF (FBND) stake by 54% in Q2 2026, buying an estimated $405K and bringing the position to 25,391 shares worth $1.16M. The position accounts for 0.49% of the portfolio, ranked #22.

Plan A Wealth first reported a position in FBND in Q3 2025 and has held it in 4 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Plan A Wealth held 25,391 shares of Fidelity Total Bond ETF worth $1.16M as of Q2 2026.
  • Plan A Wealth bought 8,883 Fidelity Total Bond ETF shares in Q2 2026, an estimated $405K.
  • Fidelity Total Bond ETF made up 0.49% of Plan A Wealth's portfolio in Q2 2026, its #22 holding.
  • Plan A Wealth first reported a position in Fidelity Total Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.