Sard Wealth Management Group’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 | $23.3M | Buy |
509,549
+10,972
| +2% | +$502K | 14.37% | 2 |
|
|
2025
Q1 | $22.8M | Buy |
498,577
+9,593
| +2% | +$438K | 15.25% | 2 |
|
|
2024
Q4 | $21.9M | Sell |
488,984
-988
| -0.2% | -$44.3K | 14.74% | 2 |
|
|
2024
Q3 | $22.9M | Buy |
489,972
+6,603
| +1% | +$309K | 15.14% | 2 |
|
|
2024
Q2 | $21.7M | Buy |
483,369
+359,658
| +291% | +$16.2M | 15.25% | 2 |
|
|
2024
Q1 | $5.61M | Buy |
123,711
+40,858
| +49% | +$1.85M | 5.06% | 5 |
|
|
2023
Q4 | $3.81M | Buy |
+82,853
| New | +$3.81M | 3.85% | 8 |
|