LWA
Lineweaver Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1M | Buy |
658,428
+58,414
| +10% | +$2.67M | 4.76% | 3 |
|
|
2025
Q1 | $27.4M | Buy |
600,014
+36,039
| +6% | +$1.65M | 4.67% | 3 |
|
|
2024
Q4 | $25.3M | Buy |
563,975
+34,466
| +7% | +$1.55M | 4.68% | 3 |
|
|
2024
Q3 | $24.8M | Buy |
529,509
+49,190
| +10% | +$2.3M | 4.71% | 4 |
|
|
2024
Q2 | $21.6M | Buy |
480,319
+327,797
| +215% | +$14.7M | 4.47% | 4 |
|
|
2024
Q1 | $6.91M | Buy |
152,522
+5,682
| +4% | +$257K | 1.64% | 13 |
|
|
2023
Q4 | $6.76M | Buy |
+146,840
| New | +$6.76M | 1.75% | 13 |
|