Twin Peaks Wealth 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 | $1.24M | Sell |
27,148
-195
| -0.7% | -$8.93K | 0.4% | 54 |
|
|
2025
Q1 | $1.23M | Sell |
27,343
-4,661
| -15% | -$210K | 0.56% | 47 |
|
|
2024
Q4 | $1.44M | Sell |
32,004
-3,166
| -9% | -$142K | 0.61% | 40 |
|
|
2024
Q3 | $1.64M | Sell |
35,170
-1,148
| -3% | -$53.7K | 0.76% | 34 |
|
|
2024
Q2 | $1.63M | Sell |
36,318
-1,100
| -3% | -$49.4K | 0.81% | 34 |
|
|
2024
Q1 | $1.7M | Buy |
37,418
+4,806
| +15% | +$218K | 0.94% | 27 |
|
|
2023
Q4 | $1.5M | Buy |
+32,612
| New | +$1.5M | 0.96% | 27 |
|