Madison Wealth Partners’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 | $6.12M | Buy |
133,676
+10,945
| +9% | +$501K | 1.33% | 15 |
|
2025
Q1 | $5.6M | Sell |
122,731
-12,186
| -9% | -$556K | 1.38% | 15 |
|
2024
Q4 | $6.05M | Buy |
134,917
+31,777
| +31% | +$1.43M | 1.69% | 12 |
|
2024
Q3 | $4.82M | Buy |
103,140
+4,482
| +5% | +$209K | 1.43% | 15 |
|
2024
Q2 | $4.43M | Buy |
98,658
+8,129
| +9% | +$365K | 1.52% | 14 |
|
2024
Q1 | $4.1M | Buy |
90,529
+23,857
| +36% | +$1.08M | 1.48% | 15 |
|
2023
Q4 | $3.07M | Buy |
66,672
+25,888
| +63% | +$1.19M | 1.22% | 15 |
|
2023
Q3 | $1.78M | Buy |
40,784
+35,447
| +664% | +$1.54M | 0.9% | 20 |
|
2023
Q2 | $242K | Buy |
+5,337
| New | +$242K | 0.11% | 81 |
|