Physician 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 | $12.9M | Buy |
282,967
+38,464
| +16% | +$1.76M | 2.03% | 14 |
|
2025
Q1 | $11.2M | Buy |
244,503
+10,339
| +4% | +$472K | 1.92% | 14 |
|
2024
Q4 | $10.5M | Sell |
234,164
-21,299
| -8% | -$956K | 1.78% | 14 |
|
2024
Q3 | $11.8M | Buy |
255,463
+27,730
| +12% | +$1.28M | 2.13% | 13 |
|
2024
Q2 | $10.4M | Buy |
227,733
+17,800
| +8% | +$813K | 1.92% | 13 |
|
2024
Q1 | $9.25M | Buy |
209,933
+37,225
| +22% | +$1.64M | 1.95% | 13 |
|
2023
Q4 | $7.86M | Buy |
172,708
+24,011
| +16% | +$1.09M | 1.75% | 14 |
|
2023
Q3 | $6.46M | Buy |
148,697
+15,313
| +11% | +$665K | 1.66% | 15 |
|
2023
Q2 | $6.04M | Buy |
133,384
+5,325
| +4% | +$241K | 1.5% | 18 |
|
2023
Q1 | $5.88M | Buy |
128,059
+13,381
| +12% | +$614K | 1.54% | 17 |
|
2022
Q4 | $5.34M | Buy |
114,678
+107,223
| +1,438% | +$4.99M | 1.44% | 17 |
|
2022
Q3 | $334K | Buy |
+7,455
| New | +$334K | 0.1% | 97 |
|