TKP
FBND icon

Tallon Kerry Patrick’s Fidelity Total Bond ETF FBND Stock Holding History

Tallon Kerry Patrick’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
Q4 		$999K Buy
+22,246
New +$1.02M 0.96% 28

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Tallon Kerry Patrick's FBND Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Fidelity Total Bond ETF (FBND) in Q4 2024: 22,246 shares worth $999K. The stake represents 0.96% of the portfolio and ranks #28 among its holdings.

602 funds tracked by Wall St. Rank hold FBND as of Q4 2024.

  • Tallon Kerry Patrick held 22,246 shares of Fidelity Total Bond ETF worth $999K as of Q4 2024.
  • Fidelity Total Bond ETF was a new Tallon Kerry Patrick position in Q4 2024.
  • Fidelity Total Bond ETF made up 0.96% of Tallon Kerry Patrick's portfolio in Q4 2024, its #28 holding.
  • 602 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.