Sigma Planning Corp’s Fidelity Total Bond ETF FBND Stock Holding History

Sigma Planning Corp’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	$7.79M	Buy	170,652 +4,395	+3%	+$203K	0.22%	88
2025 Q4	$7.65M	Buy	166,257 +1,622	+1%	+$75.3K	0.21%	91
2025 Q3	$7.61M	Buy	164,635 +7,180	+5%	+$330K	0.22%	85
2025 Q2	$7.2M	Buy	157,455 +2,452	+2%	+$111K	0.22%	86
2025 Q1	$7.08M	Sell	155,003 -14,323	-8%	-$649K	0.23%	85
2024 Q4	$7.6M	Buy	169,326 +6,481	+4%	+$296K	0.24%	76
2024 Q3	$7.61M	Buy	162,845 +22,667	+16%	+$1.05M	0.23%	81
2024 Q2	$6.3M	Sell	140,178 -1,136	-0.8%	-$50.9K	0.2%	96
2024 Q1	$6.4M	Buy	141,314 +84,343	+148%	+$3.83M	0.2%	94
2023 Q4	$2.62M	Sell	56,971 -53,615	-48%	-$2.37M	0.21%	94
2023 Q3	$4.82M	Buy	110,586 +9,586	+9%	+$429K	0.18%	111
2023 Q2	$4.59M	Buy	101,000 +31,000	+44%	+$1.42M	0.16%	117
2023 Q1	$3.22M	Sell	70,000 -3,926	-5%	-$180K	0.11%	190
2022 Q4	$3.33M	Sell	73,926 -1,359	-2%	-$61K	0.12%	182
2022 Q3	$3.35M	Sell	75,285 -21,569	-22%	-$1.01M	0.13%	172
2022 Q2	$4.51M	Buy	96,854 +28,372	+41%	+$1.35M	0.16%	138
2022 Q1	$3.41M	Sell	68,482 -16,489	-19%	-$843K	0.1%	200
2021 Q4	$4.5M	Buy	84,971 +7,713	+10%	+$409K	0.13%	171
2021 Q3	$4.11M	Buy	77,258 +1,978	+3%	+$106K	0.12%	180
2021 Q2	$4.01M	Buy	75,280 +6,723	+10%	+$356K	0.12%	192
2021 Q1	$3.59M	Buy	68,557 +15,175	+28%	+$809K	0.11%	211
2020 Q4	$2.9M	Buy	53,382 +5,749	+12%	+$314K	0.1%	213
2020 Q3	$2.6M	Buy	47,633 +3,843	+9%	+$211K	0.1%	210
2020 Q2	$2.36M	Buy	43,790 +3,313	+8%	+$176K	0.1%	204
2020 Q1	$2.1M	Buy	40,477 +6,991	+21%	+$362K	0.12%	165
2019 Q4	$1.73M	Buy	33,486 +2,051	+7%	+$106K	0.07%	278
2019 Q3	$1.63M	Buy	31,435 +13,935	+80%	+$718K	0.08%	265
2019 Q2	$893K	Buy	17,500 +4,116	+31%	+$207K	0.05%	366
2019 Q1	$669K	Buy	13,384 +1,174	+10%	+$57.8K	0.04%	425
2018 Q4	$593K	Sell	12,210 -3,849	-24%	-$186K	0.04%	388
2018 Q3	$781K	Buy	16,059 +1,186	+8%	+$58K	0.05%	352
2018 Q2	$727K	Buy	14,873 +1,720	+13%	+$84K	0.05%	355
2018 Q1	$646K	Sell	13,153 -735	-5%	-$36.3K	0.05%	367
2017 Q4	$698K	Sell	13,888 -2,323	-14%	-$117K	0.05%	343
2017 Q3	$815K	Buy	16,211 +3,520	+28%	+$177K	0.07%	296
2017 Q2	$636K	Sell	12,691 -1,125	-8%	-$56.5K	0.06%	344
2017 Q1	$688K	Buy	13,816 +5,874	+74%	+$292K	0.07%	308
2016 Q4	$396K	Sell	7,942 -90	-1%	-$4.5K	0.04%	422
2016 Q3	$410K	Buy	+8,032	New	+$409K	0.05%	400
2016 Q2	–	Sell	-5,917	Closed	-$289K	–	715
2016 Q1	$289K	Buy	+5,917	New	+$284K	0.04%	463

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

Sigma Planning Corp's FBND Position: Q1 2026 in Review

Sigma Planning Corp increased its Fidelity Total Bond ETF (FBND) stake by 2.6% in Q1 2026, buying an estimated $203K and bringing the position to 170,652 shares worth $7.79M. The position accounts for 0.22% of the portfolio, ranked #88.

Sigma Planning Corp first reported a position in FBND in Q1 2016 and has held it in 40 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Sigma Planning Corp held 170,652 shares of Fidelity Total Bond ETF worth $7.79M as of Q1 2026.
Sigma Planning Corp bought 4,395 Fidelity Total Bond ETF shares in Q1 2026, an estimated $203K.
Fidelity Total Bond ETF made up 0.22% of Sigma Planning Corp's portfolio in Q1 2026, its #88 holding.
Sigma Planning Corp first reported a position in Fidelity Total Bond ETF in Q1 2016 and has held it in 40 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.