Caldwell Trust’s Fidelity Total Bond ETF FBND Stock Holding History

Caldwell Trust’s Portfolio FBND Stock Details FBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$34.1K	Hold	746
2025 Q1	$34.1K	Buy	746 +500
2024 Q4	$11K	Hold	246
2024 Q3	$11.5K	Hold	246
2024 Q2	$11.1K	Hold	246
2024 Q1	$11.1K	Buy	+246