CIA
Concurrent Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
61,365
+16,851
| +38% | +$771K | 0.05% | 348 |
|
|
2025
Q1 | $2.03M | Sell |
44,514
-37,029
| -45% | -$1.69M | 0.05% | 360 |
|
|
2024
Q4 | $3.66M | Buy |
81,543
+2,851
| +4% | +$128K | 0.1% | 210 |
|
|
2024
Q3 | $3.68M | Buy |
78,692
+42,740
| +119% | +$2M | 0.11% | 194 |
|
|
2024
Q2 | $1.62M | Buy |
35,952
+23,980
| +200% | +$1.08M | 0.05% | 326 |
|
|
2024
Q1 | $542K | Buy |
+11,972
| New | +$542K | 0.02% | 523 |
|