Concurrent Investment Advisors 13F: Adds $30M to FBND Stake
The firm raised its position in FBND by about 703,893 shares, increasing its total to over 2.1 million shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
Concurrent Investment Advisors added 703,893 shares to its stake in Fidelity Total Bond ETF ($FBND), a 49.03% increase, according to a 13F filing with the SEC dated October 16, 2026. It reported 2,139,542 shares worth $92.64 million at the end of the quarter.
Find the original: Concurrent Investment Advisors 13F filings on SEC EDGAR
FBND
Fidelity Total Bond ETF
Key Points
- Concurrent Investment Advisors added 703,893 shares to its position in Fidelity Total Bond ETF, bringing its total to 2,139,542 shares valued at approximately $92.6 million.
- As of October 16, 2026, FBND was recently trading around $43.82, which is below its 50-day average of about $44.30 and its 200-day average of about $45.38.
- The ETF offers a dividend yield of 4.88%, which may attract income-focused investors even as it trades below its recent highs.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Fidelity Total Bond ETF alert may contain errors. Disclosures
Concurrent Investment Advisors boosted its stake in the Fidelity Total Bond ETF (FBND) by 703,893 shares, bringing its total holdings to 2,139,542 shares valued at approximately $92.6 million. This change represents a 49% increase and shows the firm's ongoing commitment to the fund, which invests heavily in various types of debt securities.
What Changed in Concurrent Investment Advisors' Fidelity Total Bond ETF Position
Concurrent Investment Advisors added 703,893 shares to its holdings in the Fidelity Total Bond ETF, reflecting a 49.0% increase from its previous total of 1,435,649 shares. The total position is now valued at about $92.6 million. This filing shows the fund's position as of the reporting period and may not represent its current holdings.
Other Institutional Activity in Fidelity Total Bond ETF
This section does not contain additional institutional activity related to the Fidelity Total Bond ETF, as there are no reported changes from other funds.
Fidelity Total Bond ETF Stock Holds Steady
As of October 16, 2026, FBND was recently trading around $43.82. This price is below its 50-day moving average of $44.30 and its 200-day moving average of $45.38. The ETF is also 6.5% below its 52-week high of $46.86, although it remains 1.6% above its 52-week low of $43.11.
Recent Earnings
There are no recent earnings data available for the Fidelity Total Bond ETF.
Dividend
Fidelity Total Bond ETF has a dividend yield of 4.88%, which may appeal to income-focused investors. The annual dividend rate is not detailed, but the yield reflects its commitment to returning value to shareholders.
Insider Buying and Selling at Fidelity Total Bond ETF
This section does not have any insider trading data available for the Fidelity Total Bond ETF.
Analysts Set New Price Targets
There are no recent analyst ratings or price targets for the Fidelity Total Bond ETF.
About Fidelity Total Bond ETF
The Fidelity Total Bond ETF primarily invests at least 80% of its assets in various debt securities, including investment-grade, high yield, and emerging market bonds. This diversified approach helps manage interest rate risk while aiming to provide steady income for investors.
Bottom Line
Investors should keep an eye on the Fidelity Total Bond ETF, especially as Concurrent Investment Advisors has shown renewed interest by boosting its stake.
Related Filing Alerts
Source: Concurrent Investment Advisors's 13F filing on $FBND (Oct 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Concurrent Investment Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts