MSWM
McGlone Suttner Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.1M | Buy |
964,941
+33,417
| +4% | +$1.53M | 6.67% | 5 |
|
|
2025
Q1 | $42.5M | Buy |
931,524
+35,734
| +4% | +$1.63M | 6.98% | 5 |
|
|
2024
Q4 | $40.2M | Buy |
895,790
+247,922
| +38% | +$11.1M | 6.71% | 5 |
|
|
2024
Q3 | $30.3M | Sell |
647,868
-116,169
| -15% | -$5.43M | 6.3% | 5 |
|
|
2024
Q2 | $35.2M | Sell |
764,037
-29,253
| -4% | -$1.35M | 7.23% | 4 |
|
|
2024
Q1 | $35.9M | Buy |
793,290
+29,253
| +4% | +$1.33M | 6.74% | 5 |
|
|
2023
Q4 | $35.2M | Buy |
764,037
+30,856
| +4% | +$1.42M | 6.95% | 4 |
|
|
2023
Q3 | $31.9M | Buy |
733,181
+97,552
| +15% | +$4.25M | 7.4% | 4 |
|
|
2023
Q2 | $28.9M | Buy |
635,629
+90,859
| +17% | +$4.13M | 6.59% | 4 |
|
|
2023
Q1 | $25.1M | Buy |
544,770
+99,839
| +22% | +$4.59M | 6.44% | 4 |
|
|
2022
Q4 | $20M | Buy |
+444,931
| New | +$20M | 6.36% | 4 |
|