Valley Wealth Managers’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 | $1.1M | Buy |
24,053
+302
| +1% | +$13.8K | 0.08% | 128 |
|
2025
Q1 | $1.08M | Sell |
23,751
-4,365
| -16% | -$199K | 0.08% | 128 |
|
2024
Q4 | $1.26M | Buy |
28,116
+6,257
| +29% | +$281K | 0.09% | 124 |
|
2024
Q3 | $1.02M | Sell |
21,859
-5,254
| -19% | -$246K | 0.08% | 130 |
|
2024
Q2 | $1.22M | Buy |
27,113
+1,999
| +8% | +$89.8K | 0.1% | 124 |
|
2024
Q1 | $1.14M | Sell |
25,114
-242
| -1% | -$11K | 0.09% | 123 |
|
2023
Q4 | $1.17M | Sell |
25,356
-2,595
| -9% | -$119K | 0.09% | 122 |
|
2023
Q3 | $1.22M | Buy |
+27,951
| New | +$1.22M | 0.1% | 123 |
|