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 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

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

XY Planning Network's FBND Position: Q2 2026 in Review

XY Planning Network increased its Fidelity Total Bond ETF (FBND) stake by 4.1% in Q2 2026, buying an estimated $131K and bringing the position to 72,939 shares worth $3.32M. The position accounts for 0.42% of the portfolio, ranked #55.

XY Planning Network first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

XY Planning Network held 72,939 shares of Fidelity Total Bond ETF worth $3.32M as of Q2 2026.
XY Planning Network bought 2,874 Fidelity Total Bond ETF shares in Q2 2026, an estimated $131K.
Fidelity Total Bond ETF made up 0.42% of XY Planning Network's portfolio in Q2 2026, its #55 holding.
XY Planning Network first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
276 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.