Robertson Stephens Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Sell
32,974
-24,016
-42% -$1.1M 0.05% 218
2025
Q1
$2.61M Sell
56,990
-32,620
-36% -$1.5M 0.09% 164
2024
Q4
$4.04M Sell
89,610
-2,654
-3% -$120K 0.14% 130
2024
Q3
$4.32M Buy
+92,264
New +$4.32M 0.16% 127