WealthShield Partners’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
Q1 | – | Sell |
-4,807
| Closed | -$217K | – | 535 |
|
|
2024
Q4 | $217K | Sell |
4,807
-115
| -2% | -$5.19K | 0.03% | 271 |
|
|
2024
Q3 | $231K | Buy |
4,922
+307
| +7% | +$14.4K | 0.03% | 277 |
|
|
2024
Q2 | $208K | Sell |
4,615
-1,225
| -21% | -$55.3K | 0.03% | 272 |
|
|
2024
Q1 | $266K | Buy |
5,840
+1,440
| +33% | +$65.5K | 0.04% | 244 |
|
|
2023
Q4 | $203K | Buy |
+4,400
| New | +$203K | 0.03% | 276 |
|
|
2023
Q3 | – | Sell |
-4,400
| Closed | -$201K | – | 491 |
|
|
2023
Q2 | $201K | Buy |
+4,400
| New | +$201K | 0.03% | 292 |
|
|
2021
Q3 | – | Sell |
-591
| Closed | -$32K | – | 395 |
|
|
2021
Q2 | $32K | Hold |
591
| – | – | 0.01% | 568 |
|
|
2021
Q1 | $31K | Buy |
+591
| New | +$31K | 0.01% | 562 |
|