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

Retirement Planning Group (New York)’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	$3.93M	Sell	85,788 -290	-0.3%	-$13.4K	2.53%	13
2025 Q4	$3.99M	Sell	86,078 -928	-1%	-$43.1K	2.72%	14
2025 Q3	$4.04M	Buy	87,006 +4,383	+5%	+$201K	3.02%	10
2025 Q2	$3.79M	Buy	82,623 +113	+0.1%	+$5.12K	3.33%	9
2025 Q1	$3.77M	Sell	82,510 -966	-1%	-$43.8K	3.83%	9
2024 Q4	$3.75M	Buy	+83,476	New	+$3.81M	4.12%	7

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 (New York)'s FBND Position: Q1 2026 in Review

Retirement Planning Group (New York) reduced its Fidelity Total Bond ETF (FBND) stake by 0.34% in Q1 2026, selling an estimated $13.4K and leaving 85,788 shares worth $3.93M. The position accounts for 2.53% of the portfolio, ranked #13.

Retirement Planning Group (New York) first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.04M in Q3 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Retirement Planning Group (New York) held 85,788 shares of Fidelity Total Bond ETF worth $3.93M as of Q1 2026.
Retirement Planning Group (New York) sold 290 Fidelity Total Bond ETF shares in Q1 2026, an estimated $13.4K.
Fidelity Total Bond ETF made up 2.53% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #13 holding.
Retirement Planning Group (New York) first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
Retirement Planning Group (New York)'s Fidelity Total Bond ETF position peaked at $4.04M in Q3 2025.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.