Envision Financial Planning’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
$4.21M Buy
91,959
+6,162
+7% +$282K 1.97% 14
2025
Q1
$3.92M Buy
85,797
+3,482
+4% +$159K 2% 15
2024
Q4
$3.69M Buy
82,315
+3,759
+5% +$169K 1.91% 16
2024
Q3
$3.67M Buy
+78,556
New +$3.67M 1.93% 16