Number of Shares
85,241.00
Current Holdings Value*
$3.89 Mil
% of Portfolio
3.35%
Total Estimate Gain
$-19,762.86
% of Total Estimate Gain
-0.51%

Ipsen Advisor Group LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, Ipsen Advisor Group LLC held 85,241.00 shares of Fidelity Total Bond ETF(FBND), totaling $3.89 Mil. This investment constitutes 3.35% of their stock portfolio, and Ipsen Advisor Group LLC now holds 0.02% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2024Q4. And since then Ipsen Advisor Group LLC has made 2 purchases of FBND, at an average price of $45.67, for a total of 85,241.00 shares. Based on historical transaction data and FBND's current price of $45.44, Ipsen Advisor Group LLC's estimated gain on his FBND holdings is $-19,762.86, reflecting a -0.51% gain to date.

Ipsen Advisor Group LLC FBND ($45.44) Holding Chart

Ipsen Advisor Group LLC FBND ($45.44) 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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