NFP Retirement, Inc. FBND Holdings History

Number of Shares
589,752.00
Current Holdings Value*
$26.92 Mil
% of Portfolio
2.13%
Total Estimate Gain
$-1.95 Mil
% of Total Estimate Gain
-6.47%

NFP Retirement, Inc.'s Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, NFP Retirement, Inc. held 589,752.00 shares of Fidelity Total Bond ETF(FBND), totaling $26.92 Mil. This investment constitutes 2.13% of their stock portfolio, and NFP Retirement, Inc. now holds 0.15% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2020Q1. And since then NFP Retirement, Inc. has made 17 purchases of FBND, at an average price of $48.62, for a total of 620,483.00 shares. In addition, there have been 3 sales at an average price of $46.14 for 30,731.00 shares. Based on historical transaction data and FBND's current price of $45.44, NFP Retirement, Inc.'s estimated gain on his FBND holdings is $-1.95 Mil, reflecting a -6.47% gain to date.

NFP Retirement, Inc. FBND ($45.44) Holding Chart

NFP Retirement, Inc. 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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