Wealthspan 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
Q2 | $4.45M | Buy |
97,322
+8,229
| +9% | +$376K | 1.84% | 14 |
|
|
2025
Q1 | $4.07M | Buy |
89,093
+17,544
| +25% | +$801K | 1.88% | 13 |
|
|
2024
Q4 | $3.21M | Buy |
71,549
+20,145
| +39% | +$904K | 1.53% | 17 |
|
|
2024
Q3 | $2.4M | Buy |
51,404
+25,185
| +96% | +$1.18M | 1.19% | 20 |
|
|
2024
Q2 | $1.18M | Buy |
26,219
+8,098
| +45% | +$364K | 0.65% | 31 |
|
|
2024
Q1 | $821K | Buy |
18,121
+4,497
| +33% | +$204K | 0.48% | 36 |
|
|
2023
Q4 | $627K | Buy |
13,624
+2,530
| +23% | +$116K | 0.44% | 39 |
|
|
2023
Q3 | $483K | Buy |
+11,094
| New | +$483K | 0.38% | 47 |
|