Number of Shares
306,425.00
Current Holdings Value*
$14.02 Mil
% of Portfolio
2.36%
Total Estimate Gain
$-1.62 Mil
% of Total Estimate Gain
-7.54%

SENTINEL PENSION ADVISORS, LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-06-30, SENTINEL PENSION ADVISORS, LLC held 306,425.00 shares of Fidelity Total Bond ETF(FBND), totaling $14.02 Mil. This investment constitutes 2.36% of their stock portfolio, and SENTINEL PENSION ADVISORS, LLC now holds 0.08% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2020Q1. And since then SENTINEL PENSION ADVISORS, LLC has made 16 purchases of FBND, at an average price of $50.30, for a total of 426,328.00 shares. In addition, there have been 6 sales at an average price of $48.66 for 119,903.00 shares. Based on historical transaction data and FBND's current price of $45.67, SENTINEL PENSION ADVISORS, LLC's estimated gain on his FBND holdings is $-1.62 Mil, reflecting a -7.54% gain to date.

SENTINEL PENSION ADVISORS, LLC FBND ($45.67) Holding Chart

SENTINEL PENSION ADVISORS, LLC 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 %

Top Ranked Articles

  • 1