Strategic Family Wealth Counselors’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 | $747K | Buy |
16,322
+7,645
| +88% | +$350K | 0.21% | 72 |
|
|
2025
Q1 | $396K | Sell |
8,677
-6,055
| -41% | -$276K | 0.13% | 93 |
|
|
2024
Q4 | $661K | Buy |
+14,732
| New | +$661K | 0.22% | 70 |
|
|
2022
Q4 | – | Sell |
-20,285
| Closed | -$901K | – | 105 |
|
|
2022
Q3 | $901K | Hold |
20,285
| – | – | 0.44% | 40 |
|
|
2022
Q2 | $944K | Sell |
20,285
-1,631
| -7% | -$75.9K | 0.45% | 37 |
|
|
2022
Q1 | $1.09M | Sell |
21,916
-47,993
| -69% | -$2.39M | 0.44% | 36 |
|
|
2021
Q4 | $3.71M | Buy |
+69,909
| New | +$3.71M | 1.19% | 26 |
|