Wipfli Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.72M | Sell |
38,687
-88,886
| -70% | -$3.96M | 0.12% | 78 |
|
|
2022
Q2 | $5.94M | Buy |
127,573
+26,293
| +26% | +$1.22M | 0.65% | 23 |
|
|
2022
Q1 | $5.04M | Buy |
101,280
+89,780
| +781% | +$4.47M | 0.51% | 21 |
|
|
2021
Q4 | $610K | Sell |
11,500
-747
| -6% | -$39.6K | 0.07% | 30 |
|
|
2021
Q3 | $651K | Sell |
12,247
-2,760
| -18% | -$147K | 0.08% | 25 |
|
|
2021
Q2 | $800K | Buy |
+15,007
| New | +$800K | 0.11% | 22 |
|