SWA
Strata Wealth 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 | $1.21M | Buy |
26,371
+15,902
| +152% | +$728K | 0.33% | 35 |
|
|
2025
Q1 | $478K | Buy |
10,469
+1,692
| +19% | +$77.2K | 0.15% | 49 |
|
|
2024
Q4 | $394K | Buy |
8,777
+1,754
| +25% | +$78.7K | 0.12% | 57 |
|
|
2024
Q3 | $328K | Buy |
+7,023
| New | +$328K | 0.11% | 57 |
|