Essential 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
$1.56M Buy
34,032
+9,807
+40% +$449K 0.58% 26
2025
Q1
$1.11M Sell
24,225
-546,040
-96% -$24.9M 0.45% 29
2024
Q4
$26M Buy
570,265
+563,280
+8,064% +$25.7M 0.17% 51
2024
Q3
$326K Buy
+6,985
New +$326K 0.13% 61