Financial Synergies Wealth Advisors Inc. lifted its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 19.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 147,921 shares of the company’s stock after buying an additional 24,027 shares during the period. Fidelity Total Bond ETF comprises approximately 0.7% of Financial Synergies Wealth Advisors Inc.’s investment portfolio, making the stock its 19th biggest position. Financial Synergies Wealth Advisors Inc.’s holdings in Fidelity Total Bond ETF were worth $6,810,000 as of its most recent filing with the SEC.
Other institutional investors also recently modified their holdings of the company. Shakespeare Wealth Management LLC increased its position in Fidelity Total Bond ETF by 5.1% in the 4th quarter. Shakespeare Wealth Management LLC now owns 767,474 shares of the company’s stock valued at $35,335,000 after acquiring an additional 37,181 shares during the period. Forum Private Client Group LLC lifted its holdings in shares of Fidelity Total Bond ETF by 20.9% during the fourth quarter. Forum Private Client Group LLC now owns 22,964 shares of the company’s stock worth $1,057,000 after purchasing an additional 3,970 shares during the period. IFP Advisors Inc lifted its holdings in shares of Fidelity Total Bond ETF by 2.9% during the fourth quarter. IFP Advisors Inc now owns 114,667 shares of the company’s stock worth $5,279,000 after purchasing an additional 3,257 shares during the period. Creative Financial Designs Inc. ADV lifted its stake in shares of Fidelity Total Bond ETF by 2.7% in the 4th quarter. Creative Financial Designs Inc. ADV now owns 478,249 shares of the company’s stock valued at $22,019,000 after purchasing an additional 12,506 shares during the period. Finally, Larson Financial Group LLC lifted its stake in shares of Fidelity Total Bond ETF by 8.0% in the 4th quarter. Larson Financial Group LLC now owns 652,668 shares of the company’s stock valued at $30,049,000 after purchasing an additional 48,083 shares during the period.
Fidelity Total Bond ETF Price Performance
Shares of NYSEARCA:FBND opened at $45.30 on Thursday. The company has a market capitalization of $25.38 billion, a price-to-earnings ratio of 8.94 and a beta of 0.28. The business’s 50-day moving average is $45.71 and its 200-day moving average is $46.09. Fidelity Total Bond ETF has a 1 year low of $44.73 and a 1 year high of $46.86.
About Fidelity Total Bond ETF
The Fidelity Total Bond ETF (FBND) is an exchange-traded fund that is based on the Bloomberg U.S. Universal Bond index. The fund is an actively managed broad market bond fund that uses the Barclays US Universal Bond Index to guide its sector allocation and duration exposure. FBND was launched on Oct 6, 2014 and is managed by Fidelity.
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