FWA
FSM 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
Q1 | – | Sell |
-10,658
| Closed | -$479K | – | 213 |
|
|
2024
Q4 | $479K | Buy |
10,658
+676
| +7% | +$30.4K | 0.12% | 100 |
|
|
2024
Q3 | $467K | Buy |
+9,982
| New | +$467K | 0.12% | 97 |
|
|
2024
Q2 | – | Sell |
-4,447
| Closed | -$202K | – | 164 |
|
|
2024
Q1 | $202K | Hold |
4,447
| – | – | 0.07% | 163 |
|
|
2023
Q4 | $205K | Buy |
+4,447
| New | +$205K | 0.09% | 149 |
|
|
2023
Q1 | – | Sell |
-4,520
| Closed | -$204K | – | 157 |
|
|
2022
Q4 | $204K | Buy |
+4,520
| New | +$204K | 0.14% | 137 |
|