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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
Q3 		$1.93M Buy
44,641
+19,250
+76% +$862K 0.69% 20
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

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Plan A Wealth's FBND Position: Q3 2026 in Review

Plan A Wealth increased its Fidelity Total Bond ETF (FBND) stake by 76% in Q3 2026, buying an estimated $862K and bringing the position to 44,641 shares worth $1.93M. The position accounts for 0.69% of the portfolio, ranked #20.

Plan A Wealth first reported a position in FBND in Q3 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Plan A Wealth held 44,641 shares of Fidelity Total Bond ETF worth $1.93M as of Q3 2026.
  • Plan A Wealth bought 19,250 Fidelity Total Bond ETF shares in Q3 2026, an estimated $862K.
  • Fidelity Total Bond ETF made up 0.69% of Plan A Wealth's portfolio in Q3 2026, its #20 holding.
  • Plan A Wealth first reported a position in Fidelity Total Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.