Sherrill & Hutchins Financial Advisory’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
$39.5M Buy
862,695
+8,151
+1% +$373K 30.67% 2
2025
Q1
$39M Buy
854,544
+30,616
+4% +$1.4M 33.26% 2
2024
Q4
$37M Buy
823,928
+31,301
+4% +$1.4M 32.68% 2
2024
Q3
$37M Buy
792,627
+9,842
+1% +$460K 32% 2
2024
Q2
$35.2M Buy
782,785
+37,713
+5% +$1.69M 31.73% 2
2024
Q1
$33.8M Buy
745,072
+17,317
+2% +$785K 30.74% 2
2023
Q4
$33.5M Buy
+727,755
New +$33.5M 31.49% 2