Valley Financial Management’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
2023
Q2
$1.45M Buy
31,818
+1,123
+4% +$51.2K 0.75% 29
2023
Q1
$1.42M Buy
30,695
+3,836
+14% +$177K 0.88% 33
2022
Q4
$1.21M Sell
26,859
-4,702
-15% -$212K 0.68% 30
2022
Q3
$1.41M Buy
+31,561
New +$1.41M 0.84% 28