Beta Wealth Group, Inc. FBND Holdings History
Beta Wealth Group, Inc.'s Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, Beta Wealth Group, Inc. held 60,142.00 shares of Fidelity Total Bond ETF(FBND), totaling $2.75 Mil. This investment constitutes 0.99% of their stock portfolio, and Beta Wealth Group, Inc. now holds 0.01% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2023Q1. And since then Beta Wealth Group, Inc. has made 8 purchases of FBND, at an average price of $45.27, for a total of 501,904.00 shares. In addition, there have been 1 sales at an average price of $45.29 for 441,762.00 shares. Based on historical transaction data and FBND's current price of $45.36, Beta Wealth Group, Inc.'s estimated gain on his FBND holdings is $13,915.64, reflecting a 0.06% gain to date.
Beta Wealth Group, Inc. FBND ($45.36) Holding Chart
Beta Wealth Group, Inc. FBND ($45.36) 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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