Axis Wealth Partners, LLC FBND Holdings History
Axis Wealth Partners, LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 121,820.00 shares of Fidelity Total Bond ETF(FBND), totaling $5.57 Mil. This investment constitutes 3.66% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0.03% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 2 purchases of FBND, at an average price of $45.62, for a total of 121,820.00 shares. Based on historical transaction data and FBND's current price of $45.58, Axis Wealth Partners, LLC's estimated gain on his FBND holdings is $-5,069.63, reflecting a -0.09% gain to date.
Axis Wealth Partners, LLC FBND ($45.58) Holding Chart
Axis Wealth Partners, LLC FBND ($45.58) 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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