Wheelhouse Advisory Group’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 | $355K | Sell |
7,762
-882
| -10% | -$40.4K | 0.18% | 33 |
|
|
2025
Q1 | $395K | Sell |
8,644
-1,635
| -16% | -$74.6K | 0.23% | 33 |
|
|
2024
Q4 | $461K | Sell |
10,279
-340
| -3% | -$15.3K | 0.27% | 31 |
|
|
2024
Q3 | $496K | Sell |
10,619
-1,650
| -13% | -$77.1K | 0.32% | 28 |
|
|
2024
Q2 | $550K | Sell |
12,269
-248
| -2% | -$11.1K | 0.39% | 24 |
|
|
2024
Q1 | $567K | Buy |
12,517
+227
| +2% | +$10.3K | 0.44% | 22 |
|
|
2023
Q4 | $566K | Buy |
+12,290
| New | +$566K | 0.49% | 21 |
|