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 Q2	$365K	Sell	7,986 -77,802	-91%	-$3.55M	0.2%	71
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 $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

Retirement Planning Group (New York)'s FBND Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its Fidelity Total Bond ETF (FBND) stake by 91% in Q2 2026, selling an estimated $3.55M and leaving 7,986 shares worth $365K. The position accounts for 0.2% of the portfolio, ranked #71.

Retirement Planning Group (New York) first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.04M in Q3 2025. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Retirement Planning Group (New York) held 7,986 shares of Fidelity Total Bond ETF worth $365K as of Q2 2026.
Retirement Planning Group (New York) sold 77,802 Fidelity Total Bond ETF shares in Q2 2026, an estimated $3.55M.
Fidelity Total Bond ETF made up 0.2% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #71 holding.
Retirement Planning Group (New York) first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Planning Group (New York)'s Fidelity Total Bond ETF position peaked at $4.04M in Q3 2025.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.