XY Planning Network’s Fidelity Total Bond ETF FBND Stock Holding History

XY Planning Network’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 Q3	$2.28M	Sell	52,754 -20,185	-28%	-$904K	0.25%	86
2026 Q2	$3.32M	Buy	72,939 +2,874	+4%	+$131K	0.42%	55
2026 Q1	$3.2M	Buy	70,065 +4,096	+6%	+$189K	0.51%	47
2025 Q4	$3.04M	Buy	+65,969	New	+$3.06M	0.53%	41

Other funds holding FBND

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

XY Planning Network's FBND Position: Q3 2026 in Review

XY Planning Network reduced its Fidelity Total Bond ETF (FBND) stake by 28% in Q3 2026, selling an estimated $904K and leaving 52,754 shares worth $2.28M. The position accounts for 0.25% of the portfolio, ranked #86.

XY Planning Network first reported a position in FBND in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.32M in Q2 2026. 282 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

XY Planning Network held 52,754 shares of Fidelity Total Bond ETF worth $2.28M as of Q3 2026.
XY Planning Network sold 20,185 Fidelity Total Bond ETF shares in Q3 2026, an estimated $904K.
Fidelity Total Bond ETF made up 0.25% of XY Planning Network's portfolio in Q3 2026, its #86 holding.
XY Planning Network first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 4 quarters since.
XY Planning Network's Fidelity Total Bond ETF position peaked at $3.32M in Q2 2026.
282 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.