Riverpoint Wealth Management Holdings’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
$20M Sell
436,090
-49,960
-10% -$2.29M 4.69% 8
2025
Q1
$22.2M Buy
486,050
+36,882
+8% +$1.68M 5.73% 7
2024
Q4
$20.2M Buy
449,168
+88,820
+25% +$3.99M 5.26% 8
2024
Q3
$16.8M Buy
360,348
+25,892
+8% +$1.21M 4.32% 8
2024
Q2
$15M Buy
334,456
+36,794
+12% +$1.65M 4.17% 8
2024
Q1
$13.5M Buy
297,662
+20,099
+7% +$911K 3.75% 8
2023
Q4
$12.8M Buy
277,563
+10,861
+4% +$500K 3.76% 8
2023
Q3
$11.6M Buy
266,702
+3,825
+1% +$167K 3.83% 9
2023
Q2
$11.9M Buy
+262,877
New +$11.9M 3.79% 9