UWM
USAdvisors Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
228,960
+11,423
| +5% | +$523K | 3.89% | 4 |
|
|
2025
Q1 | $9.93M | Sell |
217,537
-4,474
| -2% | -$204K | 3.46% | 5 |
|
|
2024
Q4 | $9.96M | Buy |
222,011
+38,054
| +21% | +$1.71M | 3.24% | 5 |
|
|
2024
Q3 | $8.62M | Buy |
183,957
+2,303
| +1% | +$108K | 3.01% | 5 |
|
|
2024
Q2 | $8.16M | Buy |
181,654
+7,281
| +4% | +$327K | 2.87% | 6 |
|
|
2024
Q1 | $7.91M | Sell |
174,373
-11
| -0% | -$499 | 2.98% | 4 |
|
|
2023
Q4 | $8.03M | Buy |
174,384
+42,602
| +32% | +$1.96M | 3.33% | 3 |
|
|
2023
Q3 | $5.74M | Buy |
131,782
+21,126
| +19% | +$920K | 2.56% | 10 |
|
|
2023
Q2 | $5.01M | Buy |
+110,656
| New | +$5.01M | 2.37% | 10 |
|