Peterson Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Sell |
99,756
-7,094
| -7% | -$325K | 0.75% | 22 |
|
|
2025
Q1 | $4.84M | Sell |
106,850
-5,516
| -5% | -$250K | 0.94% | 19 |
|
|
2024
Q4 | $5.04M | Buy |
112,366
+80,970
| +258% | +$3.63M | 0.91% | 18 |
|
|
2024
Q3 | $1.47M | Buy |
31,396
+246
| +0.8% | +$11.5K | 0.28% | 30 |
|
|
2024
Q2 | $1.4M | Sell |
31,150
-637
| -2% | -$28.6K | 0.29% | 27 |
|
|
2024
Q1 | $1.44M | Sell |
31,787
-2,822
| -8% | -$128K | 0.31% | 27 |
|
|
2023
Q4 | $1.59M | Sell |
34,609
-3,828
| -10% | -$176K | 0.38% | 25 |
|
|
2023
Q3 | $1.67M | Buy |
38,437
+4,660
| +14% | +$203K | 0.45% | 24 |
|
|
2023
Q2 | $1.53M | Sell |
33,777
-1,980
| -6% | -$89.6K | 0.4% | 23 |
|
|
2023
Q1 | $1.64M | Buy |
35,757
+2,276
| +7% | +$105K | 0.45% | 23 |
|
|
2022
Q4 | $1.51M | Buy |
+33,481
| New | +$1.51M | 0.46% | 24 |
|