Marshall Financial Group (Maryland)’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
$707K Sell
15,565
-1,995
-11% -$90.7K 0.14% 166
2025
Q1
$802K Sell
17,560
-257
-1% -$11.7K 0.18% 138
2024
Q4
$799K Sell
17,817
-222
-1% -$9.96K 0.19% 133
2024
Q3
$843K Buy
+18,039
New +$843K 0.2% 134