IWP
Insight Wealth Partners’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.83M | Buy |
192,949
+5,588
| +3% | +$256K | 3.43% | 4 |
|
|
2025
Q1 | $8.55M | Buy |
187,361
+2,966
| +2% | +$135K | 1.42% | 4 |
|
|
2024
Q4 | $8.27M | Buy |
184,395
+18,853
| +11% | +$846K | 1.13% | 4 |
|
|
2024
Q3 | $7.74M | Buy |
165,542
+10,470
| +7% | +$489K | 1.53% | 5 |
|
|
2024
Q2 | $6.97M | Buy |
155,072
+3,875
| +3% | +$174K | 1.21% | 4 |
|
|
2024
Q1 | $6.85M | Buy |
151,197
+26,697
| +21% | +$1.21M | 1.18% | 5 |
|
|
2023
Q4 | $5.73M | Buy |
124,500
+3,614
| +3% | +$166K | 0.99% | 6 |
|
|
2023
Q3 | $5.27M | Buy |
120,886
+3,871
| +3% | +$169K | 1.02% | 5 |
|
|
2023
Q2 | $5.31M | Sell |
117,015
-7,150
| -6% | -$325K | 1.23% | 6 |
|
|
2023
Q1 | $5.71M | Buy |
124,165
+2,178
| +2% | +$100K | 1.28% | 5 |
|
|
2022
Q4 | $5.49M | Buy |
121,987
+42,798
| +54% | +$1.93M | 4.11% | 6 |
|
|
2022
Q3 | $3.52M | Sell |
79,189
-47,615
| -38% | -$2.12M | 3.32% | 8 |
|
|
2022
Q2 | $5.9M | Buy |
126,804
+894
| +0.7% | +$41.6K | 4.43% | 5 |
|
|
2022
Q1 | $6.27M | Sell |
125,910
-86,837
| -41% | -$4.32M | 3.48% | 5 |
|
|
2021
Q4 | $11.3M | Buy |
212,747
+26,366
| +14% | +$1.4M | 2.11% | 5 |
|
|
2021
Q3 | $9.9M | Buy |
186,381
+3,705
| +2% | +$197K | 5.31% | 5 |
|
|
2021
Q2 | $9.74M | Buy |
182,676
+8,682
| +5% | +$463K | 5.19% | 6 |
|
|
2021
Q1 | $9.12M | Buy |
173,994
+70,342
| +68% | +$3.69M | 4.49% | 5 |
|
|
2020
Q4 | $5.62M | Buy |
103,652
+61,827
| +148% | +$3.35M | 3.44% | 6 |
|
|
2020
Q3 | $2.29M | Sell |
41,825
-50,787
| -55% | -$2.78M | 2.18% | 14 |
|
|
2020
Q2 | $5M | Buy |
92,612
+7,331
| +9% | +$395K | 5.13% | 2 |
|
|
2020
Q1 | $4.41M | Buy |
85,281
+37,310
| +78% | +$1.93M | 5.75% | 3 |
|
|
2019
Q4 | $2.48M | Buy |
+47,971
| New | +$2.48M | 2.46% | 8 |
|