Congress Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.59M | Sell |
144,076
-2,613
| -2% | -$120K | 0.06% | 332 |
|
|
2025
Q1 | $6.69M | Buy |
146,689
+140,608
| +2,312% | +$6.41M | 0.08% | 278 |
|
|
2024
Q4 | $273K | Sell |
6,081
-248
| -4% | -$11.1K | ﹤0.01% | 786 |
|
|
2024
Q3 | $296K | Buy |
+6,329
| New | +$296K | ﹤0.01% | 732 |
|
|
2022
Q2 | – | Sell |
-6,915
| Closed | -$344K | – | 573 |
|
|
2022
Q1 | $344K | Sell |
6,915
-2,201
| -24% | -$109K | 0.01% | 489 |
|
|
2021
Q4 | $483K | Buy |
+9,116
| New | +$483K | 0.01% | 469 |
|