PWA
Primoris 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 | $5.82M | Sell |
127,193
-13,784
| -10% | -$631K | 3.97% | 4 |
|
|
2025
Q1 | $6.44M | Sell |
140,977
-1,506
| -1% | -$68.7K | 4.98% | 1 |
|
|
2024
Q4 | $6.39M | Buy |
142,483
+815
| +0.6% | +$36.6K | 4.86% | 2 |
|
|
2024
Q3 | $6.62M | Buy |
141,668
+1,685
| +1% | +$78.8K | 4.81% | 1 |
|
|
2024
Q2 | $6.29M | Buy |
139,983
+1,923
| +1% | +$86.4K | 5.02% | 1 |
|
|
2024
Q1 | $6.26M | Buy |
138,060
+8,983
| +7% | +$407K | 5% | 1 |
|
|
2023
Q4 | $5.94M | Buy |
129,077
+556
| +0.4% | +$25.6K | 5.6% | 1 |
|
|
2023
Q3 | $5.6M | Buy |
128,521
+88,521
| +221% | +$3.86M | 6.76% | 1 |
|
|
2023
Q2 | $1.82M | Buy |
+40,000
| New | +$1.82M | 1.99% | 19 |
|