CPWM
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Cardinal Point Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Cardinal Point Wealth Management’s Portfolio FBND Stock Details FBND Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$941K Sell
17,691
-2,150
-11% -$114K 0.44% 18
2021
Q2 		$1.06M Buy
19,841
+300
+2% +$16K 0.48% 17
2021
Q1 		$1.03M Buy
19,541
+3,600
+23% +$189K 0.52% 15
2020
Q4 		$866K Buy
+15,941
New +$866K 0.44% 16