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Shauvik Haldar
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Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
12/1/23
Fidelity U.S. Bond Index Fund
FXNAX | Fund | Other
$10.17
+0.89%
$56.63 B
3.18%
$0.32
0.67%
-4.07%
0.95%
1.47%
0.03%
Eubel Brady & Suttman Income Fund
EBSFX | Fund | Other
$9.39
+0.32%
$55.56 B
4.42%
$0.41
4.12%
0.85%
2.35%
-
0.18%
Fidelity Series Investment Grade Bond Fund
FSIGX | Fund | Other
$9.84
+0.82%
$33.29 B
4.27%
$0.42
1.41%
-2.69%
2.29%
2.35%
-
Bridge Builder Core Plus Bond Fund
BBCPX | Fund | Other
$8.67
+0.81%
$29.60 B
4.83%
$0.42
1.43%
-3.44%
1.68%
-
0.42%
Clearwater Tax-Exempt Bond Fund
QWVQX | Fund | Other
$8.59
+0.35%
$24.06 B
0.00%
-
-0.03%
-2.48%
-0.15%
0.64%
0.71%
Fidelity Series Bond Index Fund
FIFZX | Fund | Other
$8.85
+0.91%
$20.88 B
3.42%
$0.30
0.47%
-4.14%
-
-
-
Fidelity SAI Total Bond Fund
FSMTX | Fund | Other
$8.84
+0.80%
$19.68 B
4.61%
$0.40
1.80%
-2.85%
1.98%
-
0.30%
BlackRock Funds V - BlackRock High Yield Bond Portfolio Investor A Class
BHYAX | Fund | Other
$6.86
+0.29%
$19.32 B
6.70%
$0.46
6.10%
1.00%
3.60%
6.08%
0.91%
BlackRock Funds V - BlackRock High Yield Bond Institutional Class
BHYIX | Fund | Other
$6.86
+0.29%
$19.32 B
7.03%
$0.48
6.40%
1.34%
3.92%
1.20%
0.57%
BlackRock Funds V - BlackRock High Yield Bond Portfolio Class R
BHYRX | Fund | Other
$6.86
+0.29%
$19.32 B
6.47%
$0.44
5.92%
0.78%
3.35%
-
1.15%
BlackRock Funds V - BlackRock High Yield Bond Portfolio Investor C Class
BHYCX | Fund | Other
$6.87
+0.29%
$19.32 B
6.05%
$0.41
5.59%
0.40%
2.94%
-
1.57%
BlackRock Funds V - BlackRock High Yield Bond Portfolio Class K
BRHYX | Fund | Other
$6.87
+0.44%
$19.32 B
7.14%
$0.49
6.32%
1.37%
4.01%
4.53%
0.48%
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Class
BHYSX | Fund | Other
$6.87
+0.29%
$19.32 B
6.76%
$0.46
6.18%
1.06%
3.65%
-
0.86%
Fidelity Series Long-Term Treasury Bond Index Fund
FTLTX | Fund | Other
$5.52
+1.66%
$17.45 B
3.50%
$0.19
-8.95%
-13.04%
-1.55%
-
-
Bridge Builder Core Bond Fund
BBTBX | Fund | Other
$8.79
+0.80%
$15.98 B
4.13%
$0.36
1.25%
-3.87%
1.27%
1.05%
0.34%
Fidelity SAI U.S. Treasury Bond Index Fund
FUTBX | Fund | Other
$8.63
+0.82%
$13.55 B
2.26%
$0.19
-0.53%
-4.58%
0.38%
-
0.05%
Cliffwater Corporate Lending Fund
CCLFX | Fund | Other
$10.55
+0.09%
$12.01 B
11.23%
$1.18
8.90%
8.67%
-
-
1.79%
Blackrock Municipal Bond Fund Inc. - BlackRock National Municipal A
MDNLX | Fund | Other
$10.06
+0.10%
$11.89 B
2.99%
$0.30
3.31%
-1.51%
1.27%
2.37%
0.75%
Blackrock Municipal Bond Fund Inc. - BlackRock National Municipal C
MFNLX | Fund | Other
$10.06
+0.10%
$11.89 B
2.26%
$0.23
2.60%
-2.23%
0.51%
1.62%
1.48%
Blackrock Municipal Bond Fund Inc. - BlackRock National Municipal I
MANLX | Fund | Other
$10.05
+0.10%
$11.89 B
3.24%
$0.33
3.55%
-1.30%
1.50%
2.59%
0.49%
Blackrock Municipal Bond Fund Inc. - BlackRock National Municipal Fund Class K
BNMLX | Fund | Other
$10.04
+0.20%
$11.89 B
3.29%
$0.33
3.50%
-1.25%
1.56%
2.66%
0.42%
Blackrock Municipal Bond Fund Inc. - BlackRock National Municipal Fund Service
BNMSX | Fund | Other
$10.04
+0.10%
$11.89 B
3.00%
$0.30
3.21%
-1.54%
1.26%
2.37%
0.71%
Bridge Builder Municipal Bond Fund
BBMUX | Fund | Other
$9.84
+0.20%
$11.73 B
3.15%
$0.31
3.82%
-0.58%
1.92%
-
0.38%
Fidelity Capital & Income Fund
FAGIX | Fund | Other
$9.41
0.00%
$11.54 B
5.46%
$0.51
7.61%
3.77%
6.65%
5.90%
0.93%
Dfa Investment Dimensions Group Inc - DFA Investment Grade Portfolio
DFAPX | Fund | Other
$9.85
-0.30%
$11.34 B
2.83%
$0.28
1.93%
-3.95%
1.46%
1.82%
0.22%
AB Municipal Income Shares
MISHX | Fund | Other
$10.79
+0.28%
$9.66 B
4.23%
$0.46
2.73%
-0.24%
3.05%
4.85%
0.21%
Fidelity Inflation-Protected Bond Index Fund
FIPDX | Fund | Other
$9.18
+0.66%
$9.02 B
0.27%
$0.02
-1.18%
-1.30%
2.77%
2.04%
0.05%
Fidelity Series 5+ Year Inflation-Protected Bond Index Fund
FSTDX | Fund | Other
$7.69
+1.05%
$8.98 B
0.40%
$0.03
-4.88%
-
-
-
-
U.S. GOVERNMENT MONEY MARKET FUND
AGQXX | Fund | A
$1.00
0.00%
$7.58 B
4.67%
$0.05
3.87%
1.55%
1.31%
-
0.71%
BlackRock Funds V - BlackRock Funds Low Duration Portfolio Institutional
BFMSX | Fund | Other
$8.94
+0.34%
$7.50 B
4.33%
$0.39
4.73%
-0.10%
1.53%
1.47%
0.44%
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