Liberty Wealth Management’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
Q1 | – | Sell |
-2,886
| Closed | -$228K | – | 169 |
|
|
2024
Q4 | $228K | Sell |
2,886
-2,150
| -43% | -$170K | 0.04% | 189 |
|
|
2024
Q3 | $235K | Buy |
+5,036
| New | +$235K | 0.04% | 188 |
|
|
2021
Q4 | – | Sell |
-396
| Closed | -$21K | – | 472 |
|
|
2021
Q3 | $21K | Buy |
396
+1
| +0.3% | +$53 | 0.01% | 633 |
|
|
2021
Q2 | $21K | Buy |
395
+55
| +16% | +$2.92K | 0.01% | 495 |
|
|
2021
Q1 | $18K | Hold |
340
| – | – | 0.01% | 478 |
|
|
2020
Q4 | $18K | Buy |
340
+6
| +2% | +$318 | 0.01% | 474 |
|
|
2020
Q3 | $18K | Sell |
334
-181
| -35% | -$9.75K | 0.01% | 418 |
|
|
2020
Q2 | $28K | Buy |
515
+2
| +0.4% | +$109 | 0.02% | 328 |
|
|
2020
Q1 | $27K | Buy |
513
+1
| +0.2% | +$53 | 0.02% | 304 |
|
|
2019
Q4 | $26K | Buy |
512
+2
| +0.4% | +$102 | 0.02% | 367 |
|
|
2019
Q3 | $26K | Buy |
510
+2
| +0.4% | +$102 | 0.02% | 349 |
|
|
2019
Q2 | $26K | Buy |
508
+298
| +142% | +$15.3K | 0.02% | 362 |
|
|
2019
Q1 | $10K | Buy |
210
+2
| +1% | +$95 | 0.01% | 439 |
|
|
2018
Q4 | $10K | Buy |
+208
| New | +$10K | 0.01% | 425 |
|