Envision Financial Planning LLC boosted its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 12.5% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 560,272 shares of the company’s stock after buying an additional 62,385 shares during the period. Fidelity Total Bond ETF makes up approximately 9.2% of Envision Financial Planning LLC’s holdings, making the stock its biggest holding. Envision Financial Planning LLC’s holdings in Fidelity Total Bond ETF were worth $25,560,000 as of its most recent SEC filing.
A number of other institutional investors have also recently bought and sold shares of the stock. Root Financial Partners LLC acquired a new position in shares of Fidelity Total Bond ETF in the fourth quarter valued at approximately $25,000. GHP Investment Advisors Inc. bought a new stake in shares of Fidelity Total Bond ETF during the first quarter worth $25,000. Tucker Asset Management LLC acquired a new stake in shares of Fidelity Total Bond ETF during the fourth quarter worth $37,000. Key Capital Management INC acquired a new stake in shares of Fidelity Total Bond ETF during the fourth quarter worth $49,000. Finally, Darwin Wealth Management LLC bought a new stake in Fidelity Total Bond ETF in the 2nd quarter valued at $49,000.
Fidelity Total Bond ETF Trading Up 0.2%
Shares of NYSEARCA FBND opened at $45.07 on Tuesday. The firm has a market cap of $27.16 billion, a PE ratio of 8.94 and a beta of 0.27. Fidelity Total Bond ETF has a 1-year low of $44.82 and a 1-year high of $46.86. The company has a fifty day moving average price of $45.39 and a 200 day moving average price of $45.78.
Fidelity Total Bond ETF 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.
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