Forthright Family Wealth Advisory’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 Q3	–	Sell	-52,095	Closed	-$2.34M	–	68
2024 Q2	$2.34M	Sell	52,095 -10,023	-16%	-$450K	1.51%	18
2024 Q1	$2.81M	Sell	62,118 -1,628	-3%	-$73.8K	1.89%	12
2023 Q4	$2.93M	Buy	+63,746	New	+$2.93M	2.3%	12