Aprio Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
11,267
-630
| -5% | -$28.8K | 0.06% | 181 |
|
|
2025
Q1 | $543K | Buy |
11,897
+2,494
| +27% | +$114K | 0.07% | 168 |
|
|
2024
Q4 | $422K | Buy |
9,403
+61
| +0.7% | +$2.74K | 0.06% | 154 |
|
|
2024
Q3 | $437K | Sell |
9,342
-411
| -4% | -$19.2K | 0.07% | 134 |
|
|
2024
Q2 | $438K | Buy |
+9,753
| New | +$438K | 0.08% | 117 |
|
|
2024
Q1 | – | Sell |
-14,207
| Closed | -$654K | – | 246 |
|
|
2023
Q4 | $654K | Buy |
14,207
+4,595
| +48% | +$212K | 0.15% | 83 |
|
|
2023
Q3 | $419K | Buy |
9,612
+2,277
| +31% | +$99.2K | 0.12% | 93 |
|
|
2023
Q2 | $333K | Buy |
+7,335
| New | +$333K | 0.09% | 98 |
|