IWS
Insight Wealth Strategies’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Buy |
17,254
+18
| +0.1% | +$823 | 0.1% | 107 |
|
|
2025
Q1 | $787K | Buy |
17,236
+919
| +6% | +$42K | 0.11% | 106 |
|
|
2024
Q4 | $732K | Buy |
16,317
+1,767
| +12% | +$79.3K | 0.1% | 112 |
|
|
2024
Q3 | $680K | Sell |
14,550
-347
| -2% | -$16.2K | 0.09% | 122 |
|
|
2024
Q2 | $669K | Buy |
14,897
+440
| +3% | +$19.8K | 0.1% | 123 |
|
|
2024
Q1 | $655K | Buy |
14,457
+986
| +7% | +$44.7K | 0.1% | 127 |
|
|
2023
Q4 | $620K | Buy |
13,471
+2,391
| +22% | +$110K | 0.1% | 123 |
|
|
2023
Q3 | $483K | Buy |
11,080
+220
| +2% | +$9.58K | 0.09% | 115 |
|
|
2023
Q2 | $493K | Buy |
+10,860
| New | +$493K | 0.09% | 109 |
|