SilverOak Wealth Management’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 | $6.41M | Buy |
140,183
+8,215
| +6% | +$376K | 1.2% | 12 |
|
|
2025
Q1 | $6.02M | Buy |
131,968
+39,945
| +43% | +$1.82M | 1.3% | 12 |
|
|
2024
Q4 | $4.13M | Buy |
92,023
+23,664
| +35% | +$1.06M | 0.89% | 17 |
|
|
2024
Q3 | $3.2M | Buy |
68,359
+9,556
| +16% | +$447K | 0.72% | 20 |
|
|
2024
Q2 | $2.64M | Buy |
58,803
+2,635
| +5% | +$118K | 0.63% | 22 |
|
|
2024
Q1 | $2.54M | Buy |
56,168
+10,790
| +24% | +$489K | 0.63% | 23 |
|
|
2023
Q4 | $2.09M | Buy |
+45,378
| New | +$2.09M | 0.56% | 24 |
|