SDWMA
Schneider Downs Wealth Management Advisors’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
260,891
+63,765
| +32% | +$2.92M | 1.78% | 14 |
|
|
2025
Q1 | $9M | Buy |
197,126
+25,233
| +15% | +$1.15M | 1.63% | 15 |
|
|
2024
Q4 | $7.71M | Buy |
171,893
+25,803
| +18% | +$1.16M | 1.45% | 18 |
|
|
2024
Q3 | $6.83M | Buy |
146,090
+10,438
| +8% | +$488K | 1.4% | 18 |
|
|
2024
Q2 | $6.09M | Buy |
+135,652
| New | +$6.09M | 1.36% | 20 |
|