Financial Synergies Wealth Advisors’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 | $5.04M | Buy |
110,148
+21,907
| +25% | +$1M | 0.55% | 25 |
|
|
2025
Q1 | $4.03M | Buy |
88,241
+26,544
| +43% | +$1.21M | 0.49% | 27 |
|
|
2024
Q4 | $2.77M | Buy |
61,697
+19,301
| +46% | +$866K | 0.34% | 29 |
|
|
2024
Q3 | $1.98M | Buy |
42,396
+868
| +2% | +$40.6K | 0.25% | 33 |
|
|
2024
Q2 | $1.87M | Buy |
41,528
+2,254
| +6% | +$101K | 0.25% | 32 |
|
|
2024
Q1 | $1.78M | Buy |
39,274
+15,769
| +67% | +$715K | 0.23% | 37 |
|
|
2023
Q4 | $1.06M | Buy |
23,505
+2,983
| +15% | +$134K | 0.16% | 40 |
|
|
2023
Q3 | $894K | Sell |
20,522
-2,664
| -11% | -$116K | 0.13% | 42 |
|
|
2023
Q2 | $1.05M | Sell |
23,186
-406
| -2% | -$18.4K | 0.15% | 39 |
|
|
2023
Q1 | $1.09M | Buy |
23,592
+87
| +0.4% | +$4K | 0.16% | 39 |
|
|
2022
Q4 | $1.06M | Sell |
23,505
-11,883
| -34% | -$535K | 0.16% | 40 |
|
|
2022
Q3 | $1.57M | Buy |
35,388
+19,164
| +118% | +$851K | 0.27% | 31 |
|
|
2022
Q2 | $755K | Buy |
16,224
+7,362
| +83% | +$343K | 0.12% | 43 |
|
|
2022
Q1 | $441K | Buy |
8,862
+723
| +9% | +$36K | 0.07% | 48 |
|
|
2021
Q4 | $432K | Buy |
+8,139
| New | +$432K | 0.06% | 52 |
|