JFS Wealth Advisors’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 | $1.55M | Buy |
33,984
+64
| +0.2% | +$2.93K | 0.1% | 118 |
|
|
2025
Q1 | $1.55M | Sell |
33,920
-1,436
| -4% | -$65.6K | 0.1% | 115 |
|
|
2024
Q4 | $1.59M | Buy |
35,356
+5,420
| +18% | +$243K | 0.11% | 107 |
|
|
2024
Q3 | $1.4M | Buy |
29,936
+24,811
| +484% | +$1.16M | 0.09% | 123 |
|
|
2024
Q2 | $230K | Buy |
5,125
+61
| +1% | +$2.74K | 0.02% | 225 |
|
|
2024
Q1 | $229K | Buy |
5,064
+58
| +1% | +$2.63K | 0.02% | 233 |
|
|
2023
Q4 | $230K | Buy |
5,006
+57
| +1% | +$2.62K | 0.02% | 218 |
|
|
2023
Q3 | $216K | Buy |
4,949
+56
| +1% | +$2.44K | 0.02% | 215 |
|
|
2023
Q2 | $222K | Buy |
4,893
+49
| +1% | +$2.23K | 0.02% | 209 |
|
|
2023
Q1 | $223K | Buy |
4,844
+48
| +1% | +$2.21K | 0.02% | 207 |
|
|
2022
Q4 | $216K | Buy |
4,796
+44
| +0.9% | +$1.98K | 0.02% | 210 |
|
|
2022
Q3 | $211K | Buy |
4,752
+36
| +0.8% | +$1.6K | 0.02% | 206 |
|
|
2022
Q2 | $219K | Buy |
+4,716
| New | +$219K | 0.02% | 203 |
|