Triad Wealth Partners LLC Has $53.12 Million Holdings in Fidelity Total Bond ETF $FBND

Triad Wealth Partners LLC lifted its stake in Fidelity Total Bond ETF (NYSEARCA:FBND) by 20.7% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,164,361 shares of the company’s stock after acquiring an additional 199,845 shares during the quarter. Fidelity Total Bond ETF makes up approximately 4.2% of Triad Wealth Partners LLC’s investment portfolio, making the stock its 4th largest position. Triad Wealth Partners LLC owned approximately 0.21% of Fidelity Total Bond ETF worth $53,118,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. Quotient Wealth Partners LLC grew its stake in Fidelity Total Bond ETF by 32.9% in the first quarter. Quotient Wealth Partners LLC now owns 6,501,284 shares of the company’s stock valued at $296,589,000 after purchasing an additional 1,609,056 shares in the last quarter. Founders Financial Securities LLC raised its stake in shares of Fidelity Total Bond ETF by 10.4% during the 1st quarter. Founders Financial Securities LLC now owns 644,365 shares of the company’s stock worth $29,557,000 after purchasing an additional 60,511 shares in the last quarter. Nations Financial Group Inc. IA ADV raised its stake in shares of Fidelity Total Bond ETF by 37.3% during the 1st quarter. Nations Financial Group Inc. IA ADV now owns 187,357 shares of the company’s stock worth $8,547,000 after purchasing an additional 50,885 shares in the last quarter. Weatherly Asset Management L. P. raised its stake in shares of Fidelity Total Bond ETF by 1.8% during the 1st quarter. Weatherly Asset Management L. P. now owns 898,544 shares of the company’s stock worth $41,128,000 after purchasing an additional 15,924 shares in the last quarter. Finally, Rockefeller Capital Management L.P. boosted its holdings in shares of Fidelity Total Bond ETF by 44.3% in the 4th quarter. Rockefeller Capital Management L.P. now owns 68,292 shares of the company’s stock valued at $3,144,000 after buying an additional 20,952 shares during the last quarter.

Fidelity Total Bond ETF Stock Performance

NYSEARCA:FBND opened at $45.61 on Friday. Fidelity Total Bond ETF has a 1-year low of $44.82 and a 1-year high of $46.86. The firm has a fifty day simple moving average of $45.60 and a 200 day simple moving average of $45.95. The stock has a market capitalization of $25.56 billion, a PE ratio of 8.94 and a beta of 0.27.

Fidelity Total Bond ETF Company Profile

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.