Legacy Wealth Management (Tennessee)’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 | $142M | Buy |
3,097,702
+1,136
| +0% | +$52K | 8.81% | 5 |
|
2025
Q1 | $141M | Buy |
3,096,566
+15,679
| +0.5% | +$716K | 9.42% | 5 |
|
2024
Q4 | $138M | Buy |
3,080,887
+143,631
| +5% | +$6.44M | 8.87% | 5 |
|
2024
Q3 | $137M | Buy |
2,937,256
+62,805
| +2% | +$2.94M | 8.9% | 5 |
|
2024
Q2 | $129M | Buy |
2,874,451
+65,956
| +2% | +$2.96M | 9.35% | 4 |
|
2024
Q1 | $127M | Buy |
2,808,495
+101,951
| +4% | +$4.62M | 9.38% | 4 |
|
2023
Q4 | $125M | Sell |
2,706,544
-66,187
| -2% | -$3.05M | 9.87% | 3 |
|
2023
Q3 | $121M | Buy |
+2,772,731
| New | +$121M | 10.56% | 3 |
|