Kingswood 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
$1.38M Buy
30,264
+18,785
+164% +$859K 0.11% 199
2025
Q1
$524K Sell
11,479
-104,266
-90% -$4.76M 0.05% 380
2024
Q4
$5.19M Sell
115,745
-20,543
-15% -$922K 0.39% 43
2024
Q3
$6.37M Buy
+136,288
New +$6.37M 0.45% 39