FMWA
Forvis Mazars Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112M | Sell |
2,453,018
-26,004
| -1% | -$1.19M | 2.42% | 7 |
|
|
2025
Q1 | $113M | Sell |
2,479,022
-135,644
| -5% | -$6.19M | 2.71% | 6 |
|
|
2024
Q4 | $117M | Buy |
2,614,666
+91,090
| +4% | +$4.09M | 2.7% | 6 |
|
|
2024
Q3 | $118M | Buy |
2,523,576
+185,285
| +8% | +$8.66M | 2.71% | 6 |
|
|
2024
Q2 | $105M | Buy |
2,338,291
+201,599
| +9% | +$9.06M | 2.62% | 6 |
|
|
2024
Q1 | $96.8M | Buy |
2,136,692
+292,436
| +16% | +$13.3M | 2.46% | 5 |
|
|
2023
Q4 | $84.9M | Buy |
1,844,256
+475,929
| +35% | +$21.9M | 2.36% | 5 |
|
|
2023
Q3 | $59.6M | Buy |
1,368,327
+558,435
| +69% | +$24.3M | 1.8% | 10 |
|
|
2023
Q2 | $36.8M | Buy |
809,892
+345,123
| +74% | +$15.7M | 1.08% | 20 |
|
|
2023
Q1 | $21.4M | Buy |
+464,769
| New | +$21.4M | 0.7% | 28 |
|