Investment Advisory Group’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
2025
Q2
$3.2M Buy
69,846
+26
+0% +$1.19K 0.97% 26
2025
Q1
$3.19M Sell
69,820
-2,812
-4% -$128K 1.07% 25
2024
Q4
$3.26M Buy
72,632
+12,654
+21% +$568K 1.09% 25
2024
Q3
$2.8M Buy
59,978
+31,282
+109% +$1.46M 0.97% 26
2024
Q2
$1.29M Buy
28,696
+8,460
+42% +$380K 0.5% 48
2024
Q1
$917K Buy
20,236
+6,510
+47% +$295K 0.38% 55
2023
Q4
$632K Buy
13,726
+8,731
+175% +$402K 0.29% 66
2023
Q3
$218K Buy
+4,995
New +$218K 0.11% 129