Congress Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Congress Wealth Management’s Portfolio FBND Stock Details FBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.59M	Sell
2025 Q1	$6.69M	Buy
2024 Q4	$273K	Sell
2024 Q3	$296K	Buy
2022 Q2	–	Sell
2022 Q1	$344K	Sell
2021 Q4	$483K	Buy