KMG Fiduciary Partners’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-128,500	Closed	-$6.18M	–	285
2024 Q4	$6.18M	Buy	128,500 +13,282	+12%	+$639K	0.51%	52
2024 Q3	$5.81M	Buy	115,218 +95,912	+497%	+$4.84M	0.5%	53
2024 Q2	$932K	Buy	+19,306	New	+$932K	0.09%	150