TruWealth Advisors’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 | $95.1M | Buy |
2,079,076
+259,972
| +14% | +$11.9M | 5.24% | 3 |
|
|
2025
Q1 | $83M | Buy |
1,819,104
+79,018
| +5% | +$3.61M | 5.01% | 4 |
|
|
2024
Q4 | $78.1M | Buy |
1,740,086
+536,547
| +45% | +$24.1M | 4.71% | 4 |
|
|
2024
Q3 | $56.3M | Buy |
1,203,539
+49,001
| +4% | +$2.29M | 3.45% | 7 |
|
|
2024
Q2 | $51.9M | Buy |
1,154,538
+698,206
| +153% | +$31.4M | 3.45% | 7 |
|
|
2024
Q1 | $20.7M | Buy |
456,332
+25,274
| +6% | +$1.15M | 1.44% | 21 |
|
|
2023
Q4 | $19.8M | Buy |
+431,058
| New | +$19.8M | 1.52% | 21 |
|