Retirement Planning Group (Kansas)’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 | $95.5M | Buy |
2,087,492
+122,652
| +6% | +$5.61M | 4.06% | 10 |
|
2025
Q1 | $89.7M | Buy |
1,964,840
+367,028
| +23% | +$16.8M | 4.21% | 9 |
|
2024
Q4 | $71.7M | Buy |
1,597,812
+656,841
| +70% | +$29.5M | 3.61% | 10 |
|
2024
Q3 | $44M | Buy |
940,971
+475,180
| +102% | +$22.2M | 2.4% | 12 |
|
2024
Q2 | $20.9M | Buy |
465,791
+24,722
| +6% | +$1.11M | 1.33% | 17 |
|
2024
Q1 | $20M | Buy |
441,069
+17,283
| +4% | +$783K | 1.53% | 11 |
|
2023
Q4 | $19.5M | Buy |
423,786
+51,166
| +14% | +$2.36M | 1.75% | 11 |
|
2023
Q3 | $16.2M | Buy |
372,620
+19,791
| +6% | +$862K | 1.72% | 11 |
|
2023
Q2 | $16M | Buy |
352,829
+49,552
| +16% | +$2.25M | 1.6% | 12 |
|
2023
Q1 | $14M | Buy |
303,277
+30,775
| +11% | +$1.42M | 1.49% | 11 |
|
2022
Q4 | $12.3M | Buy |
272,502
+38,649
| +17% | +$1.74M | 1.4% | 11 |
|
2022
Q3 | $10.4M | Sell |
233,853
-45,235
| -16% | -$2.01M | 1.31% | 12 |
|
2022
Q2 | $13M | Buy |
279,088
+131,324
| +89% | +$6.11M | 1.6% | 10 |
|
2022
Q1 | $7.35M | Buy |
+147,764
| New | +$7.35M | 0.8% | 18 |
|