RCS Financial Planning’s Fidelity Total Bond ETF FBND Stock Holding History

RCS Financial Planning’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	$17M	Buy	371,465 +3,370	+0.9%	+$154K	8.03%	3
2026 Q1	$16.9M	Buy	368,095 +14,331	+4%	+$661K	8.75%	3
2025 Q4	$16.4M	Sell	353,764 -5,063	-1%	-$235K	7.06%	3
2025 Q3	$16.7M	Buy	358,827 +17,487	+5%	+$803K	7.37%	3
2025 Q2	$15.7M	Buy	341,340 +22,133	+7%	+$1M	7.8%	3
2025 Q1	$14.6M	Buy	319,207 +34,464	+12%	+$1.56M	7.72%	3
2024 Q4	$12.8M	Buy	+284,743	New	+$13M	6.83%	3

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RCS Financial Planning's FBND Position: Q2 2026 in Review

RCS Financial Planning increased its Fidelity Total Bond ETF (FBND) stake by 0.92% in Q2 2026, buying an estimated $154K and bringing the position to 371,465 shares worth $17M. The position accounts for 8.03% of the portfolio, ranked #3.

RCS Financial Planning first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

RCS Financial Planning held 371,465 shares of Fidelity Total Bond ETF worth $17M as of Q2 2026.
RCS Financial Planning bought 3,370 Fidelity Total Bond ETF shares in Q2 2026, an estimated $154K.
Fidelity Total Bond ETF made up 8.03% of RCS Financial Planning's portfolio in Q2 2026, its #3 holding.
RCS Financial Planning first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.