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Arden Trust’s Fidelity Total Bond ETF FBND Stock Holding History

Arden Trust’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
2024
Q2 		$17M Buy
377,681
+6,809
+2% +$305K 2.37% 11
2024
Q1 		$16.8M Buy
+370,872
New +$16.8M 2.34% 12

Other funds holding FBND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arden Trust's FBND Position: Q2 2024 in Review

Arden Trust increased its Fidelity Total Bond ETF (FBND) stake by 1.8% in Q2 2024, buying an estimated $305K and bringing the position to 377,681 shares worth $17M. The position accounts for 2.37% of the portfolio, ranked #11.

Arden Trust first reported a position in FBND in Q1 2024 and has held it in 2 quarters since. 476 funds tracked by Wall St. Rank hold FBND as of Q2 2024.

  • Arden Trust held 377,681 shares of Fidelity Total Bond ETF worth $17M as of Q2 2024.
  • Arden Trust bought 6,809 Fidelity Total Bond ETF shares in Q2 2024, an estimated $305K.
  • Fidelity Total Bond ETF made up 2.37% of Arden Trust's portfolio in Q2 2024, its #11 holding.
  • Arden Trust first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • 476 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.