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