Retirement Planning Group (Kansas)’s Fidelity Total Bond ETF FBND Stock Holding History

Retirement Planning Group (Kansas)’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 Q1	$130M	Buy	2,843,873 +353,665	+14%	+$16.3M	4.02%	10
2025 Q4	$115M	Buy	2,490,208 +199,901	+9%	+$9.28M	3.77%	10
2025 Q3	$106M	Buy	2,290,307 +202,815	+10%	+$9.31M	3.68%	10
2025 Q2	$95.5M	Buy	2,087,492 +122,652	+6%	+$5.55M	4.06%	10
2025 Q1	$89.7M	Buy	1,964,840 +367,028	+23%	+$16.6M	4.21%	9
2024 Q4	$71.7M	Buy	1,597,812 +656,841	+70%	+$30M	3.61%	10
2024 Q3	$44M	Buy	940,971 +475,180	+102%	+$22M	2.4%	12
2024 Q2	$20.9M	Buy	465,791 +24,722	+6%	+$1.11M	1.33%	17
2024 Q1	$20M	Buy	441,069 +17,283	+4%	+$784K	1.53%	11
2023 Q4	$19.5M	Buy	423,786 +51,166	+14%	+$2.26M	1.75%	11
2023 Q3	$16.2M	Buy	372,620 +19,791	+6%	+$885K	1.72%	11
2023 Q2	$16M	Buy	352,829 +49,552	+16%	+$2.27M	1.6%	12
2023 Q1	$14M	Buy	303,277 +30,775	+11%	+$1.41M	1.49%	11
2022 Q4	$12.3M	Buy	272,502 +38,649	+17%	+$1.73M	1.4%	11
2022 Q3	$10.4M	Sell	233,853 -45,235	-16%	-$2.11M	1.31%	12
2022 Q2	$13M	Buy	279,088 +131,324	+89%	+$6.25M	1.6%	10
2022 Q1	$7.35M	Buy	+147,764	New	+$7.55M	0.8%	18

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FBND Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Fidelity Total Bond ETF (FBND) stake by 14% in Q1 2026, buying an estimated $16.3M and bringing the position to 2,843,873 shares worth $130M. The position accounts for 4.02% of the portfolio, ranked #10.

Retirement Planning Group (Kansas) first reported a position in FBND in Q1 2022 and has held it in 17 quarters since. 752 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Retirement Planning Group (Kansas) held 2,843,873 shares of Fidelity Total Bond ETF worth $130M as of Q1 2026.
Retirement Planning Group (Kansas) bought 353,665 Fidelity Total Bond ETF shares in Q1 2026, an estimated $16.3M.
Fidelity Total Bond ETF made up 4.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #10 holding.
Retirement Planning Group (Kansas) first reported a position in Fidelity Total Bond ETF in Q1 2022 and has held it in 17 quarters since.
752 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.