Caliber Wealth Management (Utah)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.4M | Sell |
97,175
-2,494
| -3% | -$113K | 2.34% | 8 |
|
|
2023
Q4 | $4.59M | Buy |
99,669
+691
| +0.7% | +$31.8K | 2.7% | 7 |
|
|
2023
Q3 | $4.31M | Sell |
98,978
-1,261
| -1% | -$54.9K | 2.9% | 7 |
|
|
2023
Q2 | $4.55M | Buy |
100,239
+6,933
| +7% | +$315K | 3.05% | 7 |
|
|
2023
Q1 | $4.29M | Buy |
+93,306
| New | +$4.29M | 3.21% | 8 |
|
|
2022
Q1 | – | Sell |
-5,059
| Closed | -$264K | – | 63 |
|
|
2021
Q4 | $264K | Sell |
5,059
-10,541
| -68% | -$550K | 0.18% | 64 |
|
|
2021
Q3 | $827K | Buy |
15,600
+220
| +1% | +$11.7K | 0.58% | 60 |
|
|
2021
Q2 | $820K | Sell |
15,380
-62,182
| -80% | -$3.32M | 0.58% | 59 |
|
|
2021
Q1 | $4.07M | Buy |
77,562
+512
| +0.7% | +$26.8K | 2.95% | 3 |
|
|
2020
Q4 | $4.18M | Buy |
+77,050
| New | +$4.18M | 4.1% | 2 |
|