WFA
WestHill Financial Advisors’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1M | Buy |
746,164
+5,038
| +0.7% | +$230K | 7.24% | 5 |
|
|
2025
Q1 | $33.8M | Buy |
741,126
+58,208
| +9% | +$2.66M | 7.74% | 5 |
|
|
2024
Q4 | $30.6M | Buy |
682,918
+20,403
| +3% | +$915K | 6.86% | 5 |
|
|
2024
Q3 | $31M | Buy |
662,515
+35,194
| +6% | +$1.64M | 6.95% | 5 |
|
|
2024
Q2 | $28.2M | Buy |
627,321
+7,282
| +1% | +$327K | 6.84% | 5 |
|
|
2024
Q1 | $28.1M | Buy |
620,039
+42,756
| +7% | +$1.94M | 6.91% | 5 |
|
|
2023
Q4 | $26.6M | Buy |
577,283
+3,290
| +0.6% | +$151K | 7.04% | 5 |
|
|
2023
Q3 | $25M | Buy |
573,993
+30,151
| +6% | +$1.31M | 7.3% | 5 |
|
|
2023
Q2 | $24.7M | Buy |
543,842
+9,591
| +2% | +$436K | 6.99% | 5 |
|
|
2023
Q1 | $24.6M | Buy |
534,251
+32,147
| +6% | +$1.48M | 7.35% | 5 |
|
|
2022
Q4 | $22.6M | Sell |
502,104
-2,195
| -0.4% | -$98.8K | 7.22% | 5 |
|
|
2022
Q3 | $22.4M | Buy |
504,299
+10,619
| +2% | +$472K | 7.64% | 5 |
|
|
2022
Q2 | $23M | Sell |
493,680
-6,853
| -1% | -$319K | 7.58% | 5 |
|
|
2022
Q1 | $24.9M | Buy |
500,533
+262,876
| +111% | +$13.1M | 7.19% | 5 |
|
|
2021
Q4 | $12.6M | Buy |
237,657
+2,636
| +1% | +$140K | 3.56% | 7 |
|
|
2021
Q3 | $12.5M | Buy |
+235,021
| New | +$12.5M | 3.86% | 8 |
|
|
2021
Q1 | $10.9M | Buy |
+208,014
| New | +$10.9M | 3.87% | 8 |
|