Number of Shares
1.96 Mil
Current Holdings Value*
$89.69 Mil
% of Portfolio
4.21%
Total Estimate Gain
$-1.37 Mil
% of Total Estimate Gain
-1.47%

Retirement Planning Group, LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, Retirement Planning Group, LLC held 1.96 Mil shares of Fidelity Total Bond ETF(FBND), totaling $89.69 Mil. This investment constitutes 4.21% of their stock portfolio, and Retirement Planning Group, LLC now holds 0.5% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2022Q1. And since then Retirement Planning Group, LLC has made 12 purchases of FBND, at an average price of $46.15, for a total of 2.01 Mil shares. In addition, there have been 1 sales at an average price of $46.55 for 45,235.00 shares. Based on historical transaction data and FBND's current price of $45.45, Retirement Planning Group, LLC's estimated gain on his FBND holdings is $-1.37 Mil, reflecting a -1.47% gain to date.

Retirement Planning Group, LLC FBND ($45.45) Holding Chart

Retirement Planning Group, LLC FBND ($45.45) 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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