Lokken Investment Group’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 | $8.51M | Buy |
186,044
+20,135
| +12% | +$921K | 3.28% | 6 |
|
|
2025
Q1 | $7.57M | Buy |
165,909
+21,438
| +15% | +$979K | 3.19% | 7 |
|
|
2024
Q4 | $6.48M | Buy |
144,471
+18,754
| +15% | +$841K | 2.8% | 8 |
|
|
2024
Q3 | $5.88M | Buy |
125,717
+8,602
| +7% | +$402K | 2.45% | 9 |
|
|
2024
Q2 | $5.26M | Buy |
117,115
+15,099
| +15% | +$678K | 2.47% | 10 |
|
|
2024
Q1 | $4.62M | Sell |
102,016
-80,439
| -44% | -$3.64M | 2.3% | 12 |
|
|
2023
Q4 | $8.4M | Buy |
182,455
+11,121
| +6% | +$512K | 4.75% | 3 |
|
|
2023
Q3 | $7.46M | Buy |
171,334
+13,649
| +9% | +$595K | 4.89% | 3 |
|
|
2023
Q2 | $7.16M | Buy |
157,685
+13,092
| +9% | +$595K | 4.67% | 3 |
|
|
2023
Q1 | $6.65M | Buy |
144,593
+8,843
| +7% | +$407K | 5.05% | 3 |
|
|
2022
Q4 | $6.11M | Buy |
135,750
+7,414
| +6% | +$334K | 4.82% | 3 |
|
|
2022
Q3 | $5.7M | Buy |
+128,336
| New | +$5.7M | 4.92% | 3 |
|