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