Rooted Wealth 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
Q2 | $9.67M | Buy |
212,800
+16,148
| +8% | +$733K | 3.34% | 10 |
|
|
2025
Q1 | $9.03M | Buy |
196,652
+20,604
| +12% | +$946K | 3.89% | 10 |
|
|
2024
Q4 | $7.87M | Buy |
176,048
+18,137
| +11% | +$811K | 3.08% | 11 |
|
|
2024
Q3 | $7.29M | Sell |
157,911
-228,721
| -59% | -$10.6M | 3.25% | 9 |
|
|
2024
Q2 | $17.6M | Buy |
386,632
+32,488
| +9% | +$1.48M | 7.77% | 2 |
|
|
2024
Q1 | $15.9M | Buy |
354,144
+40,503
| +13% | +$1.82M | 7.84% | 2 |
|
|
2023
Q4 | $14.3M | Buy |
313,641
+52,537
| +20% | +$2.39M | 7.46% | 2 |
|
|
2023
Q3 | $11.5M | Buy |
261,104
+56,835
| +28% | +$2.51M | 7.1% | 2 |
|
|
2023
Q2 | $9.22M | Buy |
204,269
+198,159
| +3,243% | +$8.94M | 6.21% | 3 |
|
|
2023
Q1 | $281K | Buy |
+6,110
| New | +$281K | 0.21% | 58 |
|