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PlanVest Financial’s Fidelity Total Bond ETF FBND Stock Holding History

PlanVest Financial’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 		$4.13M Buy
90,718
+3,796
+4% +$173K 2.76% 9
2026
Q1 		$3.97M Buy
+86,922
New +$4.01M 3.02% 7

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

PlanVest Financial's FBND Position: Q2 2026 in Review

PlanVest Financial increased its Fidelity Total Bond ETF (FBND) stake by 4.4% in Q2 2026, buying an estimated $173K and bringing the position to 90,718 shares worth $4.13M. The position accounts for 2.76% of the portfolio, ranked #9.

PlanVest Financial first reported a position in FBND in Q1 2026 and has held it in 2 quarters since. 768 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • PlanVest Financial held 90,718 shares of Fidelity Total Bond ETF worth $4.13M as of Q2 2026.
  • PlanVest Financial bought 3,796 Fidelity Total Bond ETF shares in Q2 2026, an estimated $173K.
  • Fidelity Total Bond ETF made up 2.76% of PlanVest Financial's portfolio in Q2 2026, its #9 holding.
  • PlanVest Financial first reported a position in Fidelity Total Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 768 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.