Wealth Enhancement Advisory Services’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 | $6.86M | Buy |
150,385
+2,642
| +2% | +$121K | 0.01% | 766 |
|
2025
Q1 | $6.74M | Sell |
147,743
-9,453
| -6% | -$432K | 0.01% | 724 |
|
2024
Q4 | $7.05M | Buy |
157,196
+15,004
| +11% | +$673K | 0.01% | 680 |
|
2024
Q3 | $6.65M | Sell |
142,192
-17,613
| -11% | -$823K | 0.01% | 638 |
|
2024
Q2 | $7.18M | Sell |
159,805
-13,275
| -8% | -$596K | 0.02% | 586 |
|
2024
Q1 | $7.84M | Sell |
173,080
-323,384
| -65% | -$14.7M | 0.02% | 542 |
|
2023
Q4 | $22.9M | Sell |
496,464
-13,435
| -3% | -$619K | 0.07% | 277 |
|
2023
Q3 | $22.2M | Buy |
509,899
+222,460
| +77% | +$9.69M | 0.07% | 261 |
|
2023
Q2 | $13.1M | Sell |
287,439
-85,181
| -23% | -$3.87M | 0.14% | 77 |
|
2023
Q1 | $17.1M | Buy |
372,620
+107,433
| +41% | +$4.94M | 0.2% | 63 |
|
2022
Q4 | $12.3M | Sell |
265,187
-102,194
| -28% | -$4.73M | 0.16% | 79 |
|
2022
Q3 | $16.3M | Sell |
367,381
-96,335
| -21% | -$4.27M | 0.23% | 63 |
|
2022
Q2 | $21.6M | Sell |
463,716
-192,663
| -29% | -$8.97M | 0.3% | 56 |
|
2022
Q1 | $32.7M | Buy |
+656,379
| New | +$32.7M | 0.44% | 44 |
|
2020
Q1 | – | Sell |
-4,192
| Closed | -$217K | – | 237 |
|
2019
Q4 | $217K | Hold |
4,192
| – | – | 0.01% | 203 |
|
2019
Q3 | $217K | Buy |
+4,192
| New | +$217K | 0.01% | 194 |
|