KWS
Keystone Wealth Services’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Buy |
171,573
+74
| +0% | +$3.39K | 1.89% | 10 |
|
|
2025
Q1 | $7.83M | Sell |
171,499
-3,469
| -2% | -$158K | 2.12% | 8 |
|
|
2024
Q4 | $7.85M | Sell |
174,968
-14,570
| -8% | -$654K | 2.08% | 9 |
|
|
2024
Q3 | $8.86M | Buy |
189,538
+3,191
| +2% | +$149K | 2.45% | 7 |
|
|
2024
Q2 | $8.37M | Buy |
186,347
+4,288
| +2% | +$193K | 2.61% | 5 |
|
|
2024
Q1 | $8.25M | Buy |
182,059
+28,001
| +18% | +$1.27M | 2.68% | 5 |
|
|
2023
Q4 | $7.09M | Sell |
154,058
-4,611
| -3% | -$212K | 2.43% | 6 |
|
|
2023
Q3 | $6.91M | Buy |
158,669
+151,274
| +2,046% | +$6.59M | 2.63% | 4 |
|
|
2023
Q2 | $336K | Sell |
7,395
-1,464
| -17% | -$66.5K | 0.13% | 145 |
|
|
2023
Q1 | $408K | Buy |
+8,859
| New | +$408K | 0.17% | 126 |
|