Regal Investment 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
Q1 | – | Sell |
-9,683
| Closed | -$434K | – | 471 |
|
|
2024
Q4 | $434K | Buy |
9,683
+958
| +11% | +$43K | 0.03% | 346 |
|
|
2024
Q3 | $408K | Sell |
8,725
-81
| -0.9% | -$3.79K | 0.03% | 386 |
|
|
2024
Q2 | $396K | Buy |
8,806
+14
| +0.2% | +$629 | 0.03% | 397 |
|
|
2024
Q1 | $398K | Buy |
8,792
+2,122
| +32% | +$96.2K | 0.03% | 404 |
|
|
2023
Q4 | $307K | Sell |
6,670
-2,368
| -26% | -$109K | 0.02% | 416 |
|
|
2023
Q3 | $394K | Sell |
9,038
-6,314
| -41% | -$275K | 0.03% | 337 |
|
|
2023
Q2 | $697K | Buy |
15,352
+119
| +0.8% | +$5.41K | 0.06% | 244 |
|
|
2023
Q1 | $701K | Buy |
+15,233
| New | +$701K | 0.06% | 234 |
|
|
2015
Q4 | – | Sell |
-1,475
| Closed | -$71K | – | 469 |
|
|
2015
Q3 | $71K | Hold |
1,475
| – | – | 0.02% | 393 |
|
|
2015
Q2 | $73K | Buy |
+1,475
| New | +$73K | 0.02% | 377 |
|