PPL
FBND icon

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
2026
Q2 		$508K Buy
+11,359
New +$518K 0.1% 23
2025
Q4 		$722K Buy
+15,678
New +$728K 0.18% 20

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 22.9% 1-Year Est. Return

Planning Project LLC's FBND Position: Q2 2026 in Review

Planning Project LLC opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2026: 11,359 shares worth $508K. The stake represents 0.1% of the portfolio and ranks #23 among its holdings. This is a return to the name: Planning Project LLC previously reported a position in FBND as recently as Q4 2025.

Planning Project LLC first reported a position in FBND in Q4 2025 and has held it in 2 quarters since. The position peaked at $722K in Q4 2025. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Planning Project LLC held 11,359 shares of Fidelity Total Bond ETF worth $508K as of Q2 2026.
  • Fidelity Total Bond ETF was a new Planning Project LLC position in Q2 2026.
  • Fidelity Total Bond ETF made up 0.1% of Planning Project LLC's portfolio in Q2 2026, its #23 holding.
  • Planning Project LLC first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Planning Project LLC's Fidelity Total Bond ETF position peaked at $722K in Q4 2025.
  • 795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Planning Project LLC's 13F filing for Q2 2026, filed 1 Sep 2026.