Landmark Wealth Management (New York)’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 | $5.42M | Sell |
118,559
-2,524
| -2% | -$115K | 2.31% | 14 |
|
|
2025
Q1 | $5.53M | Sell |
121,083
-2,184
| -2% | -$99.7K | 2.44% | 12 |
|
|
2024
Q4 | $5.53M | Buy |
123,267
+5,084
| +4% | +$228K | 2.45% | 12 |
|
|
2024
Q3 | $5.52M | Buy |
+118,183
| New | +$5.52M | 2.41% | 12 |
|
|
2024
Q2 | – | Sell |
-110,381
| Closed | -$5M | – | 54 |
|
|
2024
Q1 | $5M | Buy |
110,381
+4,898
| +5% | +$222K | 2.32% | 11 |
|
|
2023
Q4 | $4.86M | Buy |
105,483
+3,285
| +3% | +$151K | 2.39% | 11 |
|
|
2023
Q3 | $4.45M | Buy |
+102,198
| New | +$4.45M | 2.53% | 9 |
|
|
2023
Q2 | – | Sell |
-98,215
| Closed | -$4.52M | – | 48 |
|
|
2023
Q1 | $4.52M | Buy |
98,215
+15,655
| +19% | +$720K | 2.51% | 10 |
|
|
2022
Q4 | $3.72M | Sell |
82,560
-1,979
| -2% | -$89.1K | 2.69% | 10 |
|
|
2022
Q3 | $3.76M | Buy |
+84,539
| New | +$3.76M | 2.85% | 11 |
|
|
2022
Q2 | – | Sell |
-187,556
| Closed | -$4.76M | – | 91 |
|
|
2022
Q1 | $4.76M | Buy |
187,556
+94,259
| +101% | +$2.39M | 2.5% | 9 |
|
|
2021
Q4 | $5K | Buy |
+93,297
| New | +$5K | 2.92% | 9 |
|