AO
Advisor OS’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
52,130
-249,488
| -83% | -$11.4M | 0.23% | 63 |
|
|
2025
Q1 | $13.8M | Buy |
301,618
+9,288
| +3% | +$424K | 1.57% | 15 |
|
|
2024
Q4 | $13.1M | Sell |
292,330
-76,633
| -21% | -$3.44M | 1.52% | 15 |
|
|
2024
Q3 | $17.2M | Buy |
368,963
+31,807
| +9% | +$1.49M | 1.72% | 13 |
|
|
2024
Q2 | $15.1M | Buy |
337,156
+12,519
| +4% | +$562K | 1.66% | 14 |
|
|
2024
Q1 | $14.7M | Buy |
324,637
+168,960
| +109% | +$7.66M | 1.69% | 12 |
|
|
2023
Q4 | $7.17M | Buy |
155,677
+14,985
| +11% | +$690K | 0.93% | 20 |
|
|
2023
Q3 | $6.13M | Buy |
140,692
+108,223
| +333% | +$4.71M | 0.92% | 21 |
|
|
2023
Q2 | $1.47M | Buy |
+32,469
| New | +$1.47M | 0.24% | 77 |
|