Sax 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 | $121M | Buy |
2,644,754
+774,471
| +41% | +$35.4M | 7.31% | 2 |
|
|
2025
Q1 | $85.4M | Buy |
1,870,283
+475,648
| +34% | +$21.7M | 6.11% | 2 |
|
|
2024
Q4 | $62.6M | Buy |
1,394,635
+675,795
| +94% | +$30.3M | 4.9% | 5 |
|
|
2024
Q3 | $33.6M | Buy |
718,840
+303,364
| +73% | +$14.2M | 3% | 10 |
|
|
2024
Q2 | $18.7M | Buy |
415,476
+359,104
| +637% | +$16.1M | 1.78% | 13 |
|
|
2024
Q1 | $2.55M | Buy |
+56,372
| New | +$2.55M | 0.3% | 41 |
|