Creative Planning FBND Holdings History

Number of Shares
4.66 Mil
Current Holdings Value*
$212.64 Mil
% of Portfolio
0.2%
Total Estimate Gain
$1.56 Mil
% of Total Estimate Gain
0.72%

Creative Planning's Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, Creative Planning held 4.66 Mil shares of Fidelity Total Bond ETF(FBND), totaling $212.64 Mil. This investment constitutes 0.2% of their stock portfolio, and Creative Planning now holds 1.15% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2021Q1. And since then Creative Planning has made 6 purchases of FBND, at an average price of $45.34, for a total of 4.81 Mil shares. In addition, there have been 11 sales at an average price of $45.42 for 153,369.00 shares. Based on historical transaction data and FBND's current price of $45.67, Creative Planning's estimated gain on his FBND holdings is $1.56 Mil, reflecting a 0.72% gain to date.

Creative Planning FBND ($45.67) Holding Chart

Creative Planning FBND ($45.67) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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