Waverly 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 | $4.97M | Sell |
108,643
-3,740
| -3% | -$171K | 0.05% | 307 |
|
|
2025
Q1 | $5.13M | Buy |
112,383
+5,448
| +5% | +$249K | 0.06% | 291 |
|
|
2024
Q4 | $4.8M | Buy |
106,935
+10,891
| +11% | +$489K | 0.07% | 224 |
|
|
2024
Q3 | $4.49M | Sell |
96,044
-556
| -0.6% | -$26K | 0.08% | 208 |
|
|
2024
Q2 | $4.34M | Buy |
96,600
+14,637
| +18% | +$658K | 0.09% | 208 |
|
|
2024
Q1 | $3.71M | Buy |
+81,963
| New | +$3.71M | 0.09% | 178 |
|