McGlone Suttner Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48.7M	Buy	1,068,057 +50,721	+5%	+$2.34M	6.45%	5
2025 Q4	$46.8M	Buy	1,017,336 +31,304	+3%	+$1.45M	6.3%	5
2025 Q3	$45.6M	Buy	986,032 +21,091	+2%	+$968K	6.38%	5
2025 Q2	$44.1M	Buy	964,941 +33,417	+4%	+$1.51M	6.67%	5
2025 Q1	$42.5M	Buy	931,524 +35,734	+4%	+$1.62M	6.98%	5
2024 Q4	$40.2M	Buy	895,790 +247,922	+38%	+$11.3M	6.71%	5
2024 Q3	$30.3M	Sell	647,868 -116,169	-15%	-$5.37M	6.3%	5
2024 Q2	$35.2M	Sell	764,037 -29,253	-4%	-$1.31M	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%	+$1.36M	6.95%	4
2023 Q3	$31.9M	Buy	733,181 +97,552	+15%	+$4.36M	7.4%	4
2023 Q2	$28.9M	Buy	635,629 +90,859	+17%	+$4.16M	6.59%	4
2023 Q1	$25.1M	Buy	544,770 +99,839	+22%	+$4.58M	6.44%	4
2022 Q4	$20M	Buy	+444,931	New	+$20M	6.36%	4