SAG
SageView Advisory Group’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $969K | Sell |
21,272
-4,465
| -17% | -$203K | 0.04% | 249 |
|
|
2025
Q1 | $1.17M | Sell |
25,737
-5,411
| -17% | -$247K | 0.05% | 205 |
|
|
2024
Q4 | $1.4M | Sell |
31,148
-9,125
| -23% | -$409K | 0.06% | 178 |
|
|
2024
Q3 | $1.88M | Buy |
+40,273
| New | +$1.88M | 0.1% | 118 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 119 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 589 |
|
|
2023
Q4 | – | Sell |
-59,470
| Closed | -$2.59M | – | 96 |
|
|
2023
Q3 | $2.59M | Sell |
59,470
-10,401
| -15% | -$453K | 0.15% | 92 |
|
|
2023
Q2 | $3.17M | Buy |
69,871
+23,263
| +50% | +$1.06M | 0.18% | 81 |
|
|
2023
Q1 | $2.14M | Sell |
46,608
-7,345
| -14% | -$338K | 0.14% | 106 |
|
|
2022
Q4 | $2.43M | Buy |
+53,953
| New | +$2.43M | 0.2% | 81 |
|