Fidelity Total Bond ETF (NYSEARCA:FBND) is Shakespeare Wealth Management LLC’s 4th Largest Position

Posted by Patrick Bannon on Apr 7th, 2025

Shakespeare Wealth Management LLC increased its stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 2.6% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 629,202 shares of the company’s stock after buying an additional 16,101 shares during the period. Fidelity Total Bond ETF accounts for about 7.6% of Shakespeare Wealth Management LLC’s holdings, making the stock its 4th largest holding. Shakespeare Wealth Management LLC owned 0.32% of Fidelity Total Bond ETF worth $28,232,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in FBND. PNC Financial Services Group Inc. bought a new position in shares of Fidelity Total Bond ETF during the fourth quarter valued at $25,000. Lindbrook Capital LLC purchased a new stake in Fidelity Total Bond ETF during the 4th quarter valued at about $32,000. Tucker Asset Management LLC purchased a new stake in Fidelity Total Bond ETF during the 4th quarter valued at about $36,000. Brown Brothers Harriman & Co. bought a new stake in Fidelity Total Bond ETF during the 4th quarter valued at about $59,000. Finally, Rothschild Investment LLC purchased a new position in Fidelity Total Bond ETF in the fourth quarter worth about $63,000.

Fidelity Total Bond ETF Stock Performance

Shares of NYSEARCA FBND opened at $45.90 on Monday. The company has a market cap of $18.77 billion, a PE ratio of 9.09 and a beta of 0.27. The firm’s 50 day moving average price is $45.48 and its 200-day moving average price is $45.57. Fidelity Total Bond ETF has a 52-week low of $44.01 and a 52-week high of $47.69.

Fidelity Total Bond ETF Cuts Dividend

The firm also recently disclosed a dividend, which was paid on Tuesday, April 1st. Investors of record on Friday, March 28th were given a $0.163 dividend. The ex-dividend date of this dividend was Friday, March 28th.

Fidelity Total Bond ETF Profile

(Free Report)

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.