Number of Shares
121,086.00
Current Holdings Value*
$5.55 Mil
% of Portfolio
4.69%
Total Estimate Gain
$4,760.04
% of Total Estimate Gain
0.09%

Accredited Wealth Management, LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, Accredited Wealth Management, LLC held 121,086.00 shares of Fidelity Total Bond ETF(FBND), totaling $5.55 Mil. This investment constitutes 4.69% of their stock portfolio, and Accredited Wealth Management, LLC now holds 0.03% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2024Q4. And since then Accredited Wealth Management, LLC has made 1 purchases of FBND, at an average price of $45.63, for a total of 121,086.00 shares. Based on historical transaction data and FBND's current price of $45.67, Accredited Wealth Management, LLC's estimated gain on his FBND holdings is $4,760.04, reflecting a 0.09% gain to date.

Accredited Wealth Management, LLC FBND ($45.67) Holding Chart

Accredited Wealth Management, LLC FBND ($45.67) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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