EverSource Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
10,451
+1,672
| +19% | +$76.5K | 0.02% | 471 |
|
|
2025
Q1 | $401K | Sell |
8,779
-35
| -0.4% | -$1.6K | 0.02% | 436 |
|
|
2024
Q4 | $395K | Buy |
8,814
+82
| +0.9% | +$3.68K | 0.02% | 428 |
|
|
2024
Q3 | $408K | Buy |
8,732
+3,744
| +75% | +$175K | 0.03% | 378 |
|
|
2024
Q2 | $229K | Buy |
4,988
+570
| +13% | +$26.1K | 0.02% | 515 |
|
|
2024
Q1 | $195K | Buy |
4,418
+1,405
| +47% | +$61.9K | 0.02% | 497 |
|
|
2023
Q4 | $139K | Buy |
+3,013
| New | +$139K | 0.01% | 528 |
|