U.S. ETF Investors at Odds: Chasing Returns or Playing the Long Game?
ETF Investing Tools There's no longer such a thing as "the U.S. ETF Market" as the client use cases and behaviors have diverged significantly. All investors seek positive returns, but their time horizons and strategies are dramatically dif…
The Fidelity Bond ETF Quietly Outperforming Vanguard’s BND Over The Last Decade
Quick Read FBND has historically outperformed BND over the past decade, generating stronger total returns despite charging a higher expense ratio. Active management provides additional flexibility through allocations to high-yield and emer…
If You Hold This Bond ETF, You’re Making an Expensive Mistake
Quick Read FBND charges 0.36% annually, which is 12 times BND's fee, and its 10-year outperformance reflects extra credit risk taken rather than proven manager skill. Pure Treasury ETFs like GOVT provide the recession cushion FBND can't, s…
Where Active Managers are Winning the War for ETF Flows
Mike Akins talks besides a chart of fixed income flows Active strategies continue to accumulate investor flows, but will it ever be able to flip the script significantly against passive? The ETF Zoo crew this week featured Dave Nadig, Pres…
What to Know as One Fund Cuts a $7.9 Million Position in This Defense Equipment Stock
On May 11, 2026, Catawba River Capital disclosed in a Securities and Exchange Commission (SEC) filing that it sold 199,018 shares of Cadre Holdings(NYSE:CDRE) in the first quarter, an estimated $7.95 million transaction based on quarterly…
A wealth advisor said goodbye to a tech ETF but not to the sector
Key Points Sold 34,133 shares of JTEK; estimated trade size ~$2.93 million based on quarterly average price Net position value change was -$3.07 million, reflecting both trading and stock price movement over the quarter Transaction size wa…
A wealth advisor said goodbye to a tech ETF but not to the sector
On May 7, 2026, Resolute Wealth Strategies, LLC reported selling its entire stake in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF(NASDAQ:JTEK), an estimated $2.93 million trade based on quarterly average pricing.…
100 Mutual Fund Conversions Are Coming: Why BOND and FBND Could See Massive Inflows This Year
Quick Read PIMCO Active Bond ETF (BOND) sits near $92 after 6% total return, positioned for mutual fund conversions. Fidelity Total Bond ETF (FBND) holds $25 billion with 4.6% distribution yield and benefits from conversion pipeline. 10-ye…
Wrap-Up From VettaFi’s Q2 Market Outlook Symposium
This article was originally published on ETFTrends.com. The Q2 Market Outlook Symposium, Defining the Quarter Ahead, held on April 30, 2026, brought together industry leaders to dissect the evolving macroeconomic landscape and highlight so…
Triad Wealth Partners Builds Stake in iShares International Country Rotation Active ETF, According to Recent SEC Filing
What happened According to its SEC filing dated April 16, 2026, Triad Wealth Partners, LLC established a new position in iShares International Country Rotation Active ETF (NASDAQ:CORO), purchasing 1,420,366 shares. The quarter-end reported…
The Bond ETF Playing the Whole Field While Handing Investors Monthly Paychecks
Fidelity Total Bond ETF (NYSEARCA:FBND) pays income every single month, holds roughly $25 billion in assets, and carries an expense ratio of just 0.36%. For income-oriented investors, that combination is hard to ignore. The real question i…
Fidelity Total Bond ETF declares monthly distribution of $0.1780
* Fidelity Total Bond ETF (FBND [https://seekingalpha.com/symbol/FBND]) - $0.1780 [https://digital.fidelity.com/prgw/digital/research/quote/dashboard/summary?symbol=FBND]. * 30-Day SEC Yield of 4.56% as of March. 26. * Payable Apr 01; for…
USAdvisors Sells $3.8 Million of First Trust Smith Opportunistic Fixed Income ETF
On Feb. 5, 2026, USAdvisors Wealth Management, LLC disclosed that it reduced its position in First Trust Smith Opportunistic Fixed Income ETF(NASDAQ:FIXD). What happened According to a Securities and Exchange Commission (SEC) filing dated…
Why Income Reliability Is Replacing Yield Chasing in 2026
Throughout 2025, some of the most popular income products in the market weren't traditional dividend funds. They were single-stock leveraged ETFs, derivative-heavy income strategies, and high-yield products that are pushing double-digit yi…
This Bond ETF Has a Special Tax Advantage Over One of Fidelity's Top Bond Fund
Key Points Fidelity's FBND ETF has a higher dividend yield than BlackRock's MUB ETF, but MUB has a significantly cheaper expense ratio. MUB holds far more bonds with a tax-exempt municipal focus, while FBND tilts heavily into energy and co…
Looking For More Bond Exposure? These ETFs May Be Solid Options
Key Points Fidelity's FBND ETF has greater exposure to riskier bonds, which may offer higher yields but come with greater volatility. Vanguard's BND ETF has over three times as many holdings and offers greater price stability. These 10 sto…
Treasury Lockdown or Income Adventure? Here's What Sets IEI and FBND Apart.
Key Points FBND offers a higher dividend yield but comes with a steeper expense ratio than IEI. FBND holds a much broader mix of sectors, while IEI sticks exclusively to Treasuries. IEI has experienced a milder drawdown and less volatility…
Advisor Dumps $5.1 Million Stake in FMC Amid a 69% Stock Collapse
Key Points Oregon-based tru Independence sold 152,855 shares of FMC in the fourth quarter. The quarter-end position value decreased by $5.14 million, reflecting the complete exit. The position previously represented 1.3% of fund AUM last q…
Key Points FBND is far larger, more diversified, and offers a higher yield than FIGB. Both ETFs share identical expenses and have delivered matching 1-year returns as of Jan. 9, 2026. FBND’s much lower beta suggests less sensitivity to equ…
Key Points FBND is far larger, more diversified, and offers a higher yield than FIGB. Both ETFs share identical expenses and have delivered matching 1-year returns as of Jan. 9, 2026. FBND’s much lower beta suggests less sensitivity to equ…
VCIT vs. FBND: What You Own Matters More Than Chasing Yield
Key Points VCIT is substantially cheaper to own than FBND, but FBND holds a wider mix of bonds and a lower five-year drawdown FBND carries a marginally higher yield and much lower beta than VCIT, indicating less volatility versus stocks VC…
How Long Your Money Actually Lasts in Retirement With $1.8 Million
Dean Drobot and ChristianChan from Getty Images Retiring with $1.8 million in the bank is going to put you in a very strong financial position relative to most Americans, but it's also a dollar amount that leaves you in something of an int…
Is $2 Million Enough to Retire Comfortably in Today’s Economy?
24/7 Wall St. There is no question that retiring with $2 million in the bank represents a pretty significant achievement for most people and puts you far ahead of many other Americans approaching retirement age. Whether it's the result of…
What Retirement Really Looks Like With $2.5 Million in Savings
Natee Meepian / Shutterstock.com For as long as most of us can remember, the idea of retiring with $2.5 million in the "bank," is something of a dream. The belief that this amount of money would guarantee decades of worry-free living feels…
izzuanroslan / Shutterstock.com For investors, coming out of 2025 might be a lesson that volatility is here to stay, which makes how to tackle 2026 investment decisions all the more critical. Investing strategies that were once "set it and…
FBND Is Great For Income, But There Are Better Options
g0d4ather / Shutterstock.com For individual investors out there who want to hold something that provides steady monthly income without excessive credit risk, the Fidelity Total Bond Fund ETF (NYSE:FBND) has become a popular option. Offerin…
Key Points As the rate-cutting cycle ebbs, security selection will become more important in the bond market. FDHY and FTBD both use active, tactical approaches to investing in all corners of the bond market. FBND is more of a standard tota…
FBND Is Great, but Fidelity’s Other High Yield ETF Pays Twice As Much
Chip Somodevilla / Getty Images News via Getty Images Investors who want to focus on steady monthly payouts often look for investments that don't expose them to excessive credit risk. For this reason, the Fidelity Total Bond ETF (NYSE:FBND…
The Income Blueprint: How to Build a Portfolio That Pays 5% Without Stress
benedek / E+ via Getty Images Building a portfolio that reliably generates more than 5% is no longer something that is only reserved for retirees or high-net-worth investors. The good news for everyday investors is that there is a shift to…
Drake Drops FIXD From Top Holdings With $23.4 Million Sale
Key Points Drake sold 533,049 shares, resulting in a net position decrease of $23.37 million for the period ended Sept. 30, 2025. Post-trade stake: 41,985 shares valued at $1.86 million. The position represented 6.1819% of the fund's AUM a…
Chip Somodevilla / Getty Images News via Getty Images One of my retirement investing platforms happens to be Fidelity, so I've been diving deeper into which exchange traded funds (ETFs) may fit my risk profile and investing time horizon be…
Why This Wealth Firm Trimmed Its Mid-Cap Exposure by $3 Million
Key Points Florida-based Fortress Wealth Group sold 27,140 shares of FNX for an estimated $3.3 million during the third quarter. The transaction value represented about 1.4% of reportable assets at quarter-end. Following the sales, Fortres…
Fidelity Total Bond ETF declares monthly distribution of $0.1680
* Fidelity Total Bond ETF (NYSEARCA:FBND [https://seekingalpha.com/symbol/FBND]) - $0.1680 [https://digital.fidelity.com/prgw/digital/research/quote/dashboard/summary?symbol=FBND]. * Payable Oct 01; for shareholders of record Sep 29; ex-di…
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Fidelity Total Bond ETF (Symbol: FBND) where we have detected an approximate $174.7 million dollar inflow --…
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Fidelity Total Bond ETF (Symbol: FBND) where we have detected an approximate $177.8 million dollar inflow --…