DWM
Diversify Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Buy |
173,662
+2,650
| +2% | +$121K | 0.49% | 41 |
|
|
2025
Q1 | $7.8M | Sell |
171,012
-1,361
| -0.8% | -$62.1K | 0.58% | 33 |
|
|
2024
Q4 | $7.67M | Buy |
172,373
+1,775
| +1% | +$78.9K | 0.6% | 36 |
|
|
2024
Q3 | $7.8M | Buy |
170,598
+23,514
| +16% | +$1.08M | 0.75% | 30 |
|
|
2024
Q2 | $6.82M | Buy |
+147,084
| New | +$6.82M | 0.85% | 23 |
|