MSWM
McGlone Suttner Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
10,689
+2
| +0% | +$101 | 0.08% | 110 |
|
|
2025
Q1 | $535K | Sell |
10,687
-593
| -5% | -$29.7K | 0.09% | 107 |
|
|
2024
Q4 | $560K | Buy |
11,280
+672
| +6% | +$33.4K | 0.09% | 94 |
|
|
2024
Q3 | $534K | Sell |
10,608
-2,681
| -20% | -$135K | 0.11% | 97 |
|
|
2024
Q2 | $654K | Buy |
13,289
+493
| +4% | +$24.3K | 0.13% | 75 |
|
|
2024
Q1 | $628K | Sell |
12,796
-493
| -4% | -$24.2K | 0.12% | 80 |
|
|
2023
Q4 | $654K | Sell |
13,289
-8,747
| -40% | -$430K | 0.13% | 75 |
|
|
2023
Q3 | $1.05M | Sell |
22,036
-3,987
| -15% | -$191K | 0.24% | 48 |
|
|
2023
Q2 | $1.25M | Sell |
26,023
-12,592
| -33% | -$604K | 0.29% | 37 |
|
|
2023
Q1 | $1.87M | Sell |
38,615
-21,680
| -36% | -$1.05M | 0.48% | 21 |
|
|
2022
Q4 | $2.89M | Buy |
+60,295
| New | +$2.89M | 0.92% | 20 |
|