Fidelity Total Bond ETF (NYSEARCA:FBND) is Weatherly Asset Management L. P.’s 6th Largest Position

Weatherly Asset Management L. P. increased its position in shares of Fidelity Total Bond ETF (NYSEARCA:FBND) by 12.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 701,958 shares of the company’s stock after purchasing an additional 75,572 shares during the period. Fidelity Total Bond ETF accounts for 2.8% of Weatherly Asset Management L. P.’s portfolio, making the stock its 6th largest holding. Weatherly Asset Management L. P. owned 0.35% of Fidelity Total Bond ETF worth $31,646,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the business. Wealthcare Capital Management LLC grew its stake in Fidelity Total Bond ETF by 3.0% during the fourth quarter. Wealthcare Capital Management LLC now owns 7,935 shares of the company’s stock valued at $356,000 after acquiring an additional 231 shares in the last quarter. Dupree Financial Group LLC grew its stake in Fidelity Total Bond ETF by 1.6% during the fourth quarter. Dupree Financial Group LLC now owns 15,086 shares of the company’s stock valued at $677,000 after acquiring an additional 238 shares in the last quarter. Peterson Wealth Advisors LLC grew its stake in Fidelity Total Bond ETF by 0.8% during the third quarter. Peterson Wealth Advisors LLC now owns 31,396 shares of the company’s stock valued at $1,467,000 after acquiring an additional 246 shares in the last quarter. Regatta Capital Group LLC grew its stake in shares of Fidelity Total Bond ETF by 2.3% in the 3rd quarter. Regatta Capital Group LLC now owns 13,713 shares of the company’s stock worth $641,000 after buying an additional 304 shares in the last quarter. Finally, Tritonpoint Wealth LLC grew its stake in shares of Fidelity Total Bond ETF by 1.7% in the 4th quarter. Tritonpoint Wealth LLC now owns 18,718 shares of the company’s stock worth $844,000 after buying an additional 311 shares in the last quarter.

Fidelity Total Bond ETF Stock Up 0.0 %

Shares of NYSEARCA:FBND opened at $45.20 on Tuesday. Fidelity Total Bond ETF has a 52 week low of $44.01 and a 52 week high of $47.30. The stock has a market capitalization of $9.02 billion, a P/E ratio of 8.85 and a beta of 0.19. The firm has a fifty day simple moving average of $45.17 and a two-hundred day simple moving average of $45.82.

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.