IWA
IBEX 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 | $1.15M | Sell |
25,124
-716
| -3% | -$32.8K | 0.12% | 100 |
|
|
2025
Q1 | $1.18M | Sell |
25,840
-1,115
| -4% | -$50.9K | 0.16% | 98 |
|
|
2024
Q4 | $1.21M | Buy |
+26,955
| New | +$1.21M | 0.14% | 106 |
|
|
2023
Q1 | – | Sell |
-49,090
| Closed | -$2.21M | – | 115 |
|
|
2022
Q4 | $2.21M | Sell |
49,090
-4,653
| -9% | -$209K | 0.5% | 63 |
|
|
2022
Q3 | $2.39M | Sell |
53,743
-79
| -0.1% | -$3.51K | 0.62% | 57 |
|
|
2022
Q2 | $2.5M | Sell |
53,822
-2,188
| -4% | -$102K | 0.58% | 67 |
|
|
2022
Q1 | $2.79M | Sell |
56,010
-7,685
| -12% | -$383K | 0.53% | 70 |
|
|
2021
Q4 | $3.38M | Sell |
63,695
-8,429
| -12% | -$447K | 0.6% | 65 |
|
|
2021
Q3 | $3.83M | Sell |
72,124
-3,567
| -5% | -$190K | 0.74% | 55 |
|
|
2021
Q2 | $4.04M | Sell |
75,691
-9,226
| -11% | -$492K | 0.81% | 48 |
|
|
2021
Q1 | $4.45M | Sell |
84,917
-3,262
| -4% | -$171K | 1.1% | 38 |
|
|
2020
Q4 | $4.78M | Sell |
88,179
-4,214
| -5% | -$229K | 1.25% | 26 |
|
|
2020
Q3 | $5.05M | Sell |
92,393
-797
| -0.9% | -$43.6K | 1.47% | 23 |
|
|
2020
Q2 | $5.03M | Buy |
93,190
+1,074
| +1% | +$57.9K | 1.61% | 16 |
|
|
2020
Q1 | $4.77M | Buy |
92,116
+1,926
| +2% | +$99.7K | 1.86% | 12 |
|
|
2019
Q4 | $4.67M | Buy |
90,190
+554
| +0.6% | +$28.7K | 1.43% | 21 |
|
|
2019
Q3 | $4.63M | Buy |
+89,636
| New | +$4.63M | 1.54% | 17 |
|