IAM 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
Q2 | – | Sell |
-269,182
| Closed | -$12.2M | – | 107 |
|
|
2024
Q1 | $12.2M | Sell |
269,182
-2,525
| -0.9% | -$114K | 3.34% | 7 |
|
|
2023
Q4 | $12.5M | Buy |
271,707
+2,558
| +1% | +$118K | 3.93% | 6 |
|
|
2023
Q3 | $11.7M | Buy |
269,149
+3,937
| +1% | +$171K | 4.1% | 6 |
|
|
2023
Q2 | $12M | Buy |
265,212
+4,652
| +2% | +$211K | 4.11% | 6 |
|
|
2023
Q1 | $12M | Buy |
+260,560
| New | +$12M | 4.14% | 6 |
|