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

Caldwell Trust’s Portfolio FBND Stock Details FBND Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$34.5K	Hold
2025 Q2	$34.1K	Hold
2025 Q1	$34.1K	Buy
2024 Q4	$11K	Hold
2024 Q3	$11.5K	Hold
2024 Q2	$11.1K	Hold
2024 Q1	$11.1K	Buy