OWA
Opal 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 | $4.18M | Buy |
91,472
+3,216
| +4% | +$147K | 1.16% | 11 |
|
|
2025
Q1 | $4.03M | Buy |
88,256
+11,130
| +14% | +$508K | 1.24% | 9 |
|
|
2024
Q4 | $3.46M | Buy |
77,126
+10,494
| +16% | +$471K | 1.04% | 17 |
|
|
2024
Q3 | $3.11M | Buy |
66,632
+5,468
| +9% | +$256K | 0.98% | 17 |
|
|
2024
Q2 | $2.75M | Buy |
61,164
+4,620
| +8% | +$208K | 0.88% | 17 |
|
|
2024
Q1 | $2.56M | Buy |
56,544
+21,362
| +61% | +$968K | 0.87% | 19 |
|
|
2023
Q4 | $1.62M | Buy |
35,182
+1,372
| +4% | +$63.2K | 0.64% | 27 |
|
|
2023
Q3 | $1.47M | Buy |
+33,810
| New | +$1.47M | 0.86% | 17 |
|