KFG Wealth Management’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
$27.8M Buy
607,904
+12,494
+2% +$572K 4.47% 5
2025
Q1
$27.2M Buy
595,410
+31,734
+6% +$1.45M 4.94% 5
2024
Q4
$25.3M Buy
563,676
+274,051
+95% +$12.3M 4.73% 4
2024
Q3
$13.5M Buy
289,625
+270,566
+1,420% +$12.6M 2.94% 8
2024
Q2
$856K Buy
19,059
+3,797
+25% +$171K 0.34% 57
2024
Q1
$692K Buy
+15,262
New +$692K 0.28% 69