EWA
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EP Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

EP Wealth Advisors’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$828K Buy
18,088
+12,533
+226% +$573K 0.01% 618
2025
Q1 		$254K Sell
5,555
-393
-7% -$17.9K ﹤0.01% 1009
2024
Q4 		$267K Buy
+5,948
New +$267K ﹤0.01% 925