CWP
Cyndeo Wealth Partners’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
517,455
+3,668
| +0.7% | +$168K | 1.4% | 9 |
|
|
2025
Q1 | $23.5M | Buy |
513,787
+50,806
| +11% | +$2.32M | 1.54% | 7 |
|
|
2024
Q4 | $20.8M | Sell |
462,981
-18,669
| -4% | -$838K | 1.4% | 7 |
|
|
2024
Q3 | $22.5M | Buy |
481,650
+414,198
| +614% | +$19.4M | 1.57% | 7 |
|
|
2024
Q2 | $3.03M | Buy |
+67,452
| New | +$3.03M | 0.24% | 119 |
|