SFA
Sequoia Financial 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 | $6.15M | Sell |
134,468
-37,865
| -22% | -$1.73M | 0.04% | 246 |
|
|
2025
Q1 | $7.87M | Sell |
172,333
-34,272
| -17% | -$1.56M | 0.06% | 217 |
|
|
2024
Q4 | $9.27M | Sell |
206,605
-44,623
| -18% | -$2M | 0.09% | 177 |
|
|
2024
Q3 | $11.7M | Sell |
251,228
-318,786
| -56% | -$14.9M | 0.13% | 139 |
|
|
2024
Q2 | $25.6M | Sell |
570,014
-1,867,448
| -77% | -$83.9M | 0.31% | 77 |
|
|
2024
Q1 | $110M | Buy |
2,437,462
+247,521
| +11% | +$11.2M | 1.37% | 12 |
|
|
2023
Q4 | $101M | Buy |
2,189,941
+237,581
| +12% | +$10.9M | 1.25% | 16 |
|
|
2023
Q3 | $85M | Buy |
1,952,360
+18,368
| +0.9% | +$800K | 1.49% | 16 |
|
|
2023
Q2 | $87.8M | Buy |
1,933,992
+75,139
| +4% | +$3.41M | 1.51% | 14 |
|
|
2023
Q1 | $85.5M | Buy |
1,858,853
+89,136
| +5% | +$4.1M | 1.9% | 9 |
|
|
2022
Q4 | $79.7M | Buy |
1,769,717
+156,993
| +10% | +$7.07M | 1.96% | 8 |
|
|
2022
Q3 | $71.7M | Sell |
1,612,724
-13,574
| -0.8% | -$603K | 2.26% | 8 |
|
|
2022
Q2 | $75.7M | Buy |
1,626,298
+50,304
| +3% | +$2.34M | 2.14% | 7 |
|
|
2022
Q1 | $78.4M | Buy |
1,575,994
+370,147
| +31% | +$18.4M | 1.96% | 10 |
|
|
2021
Q4 | $63.9M | Buy |
1,205,847
+750,056
| +165% | +$39.8M | 1.74% | 12 |
|
|
2021
Q3 | $24.2M | Sell |
455,791
-690,227
| -60% | -$36.7M | 2.46% | 10 |
|
|
2021
Q2 | $61.1M | Buy |
1,146,018
+128,747
| +13% | +$6.87M | 2.23% | 9 |
|
|
2021
Q1 | $53.3M | Buy |
+1,017,271
| New | +$53.3M | 2.23% | 9 |
|
|
2016
Q3 | – | Sell |
-4,314
| Closed | -$217K | – | 255 |
|
|
2016
Q2 | $217K | Buy |
+4,314
| New | +$217K | 0.06% | 216 |
|