NIWA
New Insight Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
339,668
+19,844
| +6% | +$908K | 6.39% | 2 |
|
|
2025
Q1 | $14.6M | Buy |
319,824
+71,632
| +29% | +$3.27M | 6.63% | 3 |
|
|
2024
Q4 | $11.1M | Buy |
248,192
+57,827
| +30% | +$2.59M | 5.58% | 4 |
|
|
2024
Q3 | $8.9M | Buy |
190,365
+31,471
| +20% | +$1.47M | 4.68% | 5 |
|
|
2024
Q2 | $7.14M | Buy |
158,894
+27,564
| +21% | +$1.24M | 4.2% | 5 |
|
|
2024
Q1 | $5.95M | Buy |
131,330
+11,719
| +10% | +$531K | 3.72% | 7 |
|
|
2023
Q4 | $5.51M | Buy |
+119,611
| New | +$5.51M | 3.71% | 8 |
|