Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,421
| Closed | -$768K | – | 751 |
|
|
2024
Q3 | $768K | Sell |
16,421
-3,937
| -19% | -$184K | 0.04% | 362 |
|
|
2024
Q2 | $915K | Buy |
20,358
+2,613
| +15% | +$117K | 0.06% | 306 |
|
|
2024
Q1 | $804K | Buy |
+17,745
| New | +$804K | 0.05% | 350 |
|
|
2023
Q4 | – | Sell |
-5,813
| Closed | -$253K | – | 736 |
|
|
2023
Q3 | $253K | Buy |
5,813
+353
| +6% | +$15.4K | 0.02% | 574 |
|
|
2023
Q2 | $248K | Buy |
+5,460
| New | +$248K | 0.02% | 574 |
|