SFS
Summit Financial Strategies’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.1M | Buy |
1,948,185
+56,516
| +3% | +$2.59M | 8.25% | 3 |
|
|
2025
Q1 | $86.4M | Buy |
1,891,669
+154,221
| +9% | +$7.04M | 8.71% | 3 |
|
|
2024
Q4 | $78M | Buy |
1,737,448
+147,437
| +9% | +$6.62M | 8.6% | 3 |
|
|
2024
Q3 | $74.3M | Buy |
1,590,011
+294,272
| +23% | +$13.8M | 8.37% | 3 |
|
|
2024
Q2 | $58.2M | Buy |
1,295,739
+1,266,595
| +4,346% | +$56.9M | 7.24% | 4 |
|
|
2024
Q1 | $1.32M | Buy |
29,144
+3,964
| +16% | +$180K | 0.18% | 43 |
|
|
2023
Q4 | $1.16M | Buy |
+25,180
| New | +$1.16M | 0.18% | 45 |
|