Planning Project LLC’s Fidelity Total Bond ETF FBND Stock Holding History

Planning Project LLC’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
2025 Q4	$722K	Buy	+15,678	New	+$728K	0.18%	20

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Planning Project LLC's FBND Position: Q4 2025 in Review

Planning Project LLC opened a new position in Fidelity Total Bond ETF (FBND) in Q4 2025: 15,678 shares worth $722K. The stake represents 0.18% of the portfolio and ranks #20 among its holdings.

728 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

Planning Project LLC held 15,678 shares of Fidelity Total Bond ETF worth $722K as of Q4 2025.
Fidelity Total Bond ETF was a new Planning Project LLC position in Q4 2025.
Fidelity Total Bond ETF made up 0.18% of Planning Project LLC's portfolio in Q4 2025, its #20 holding.
728 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.