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Hershey Financial Advisers’s Fidelity Total Bond ETF FBND Stock Holding History

Hershey Financial Advisers’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 		$764 Buy
+17
New +$762 ﹤0.01% 148

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

Hershey Financial Advisers's FBND Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2024: 17 shares worth $764. The stake represents ﹤0.01% of the portfolio and ranks #148 among its holdings.

476 funds tracked by Wall St. Rank hold FBND as of Q2 2024.

  • Hershey Financial Advisers held 17 shares of Fidelity Total Bond ETF worth $764 as of Q2 2024.
  • Fidelity Total Bond ETF was a new Hershey Financial Advisers position in Q2 2024.
  • Fidelity Total Bond ETF made up ﹤0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #148 holding.
  • 476 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.