Number of Shares
272,684.00
Current Holdings Value*
$12.45 Mil
% of Portfolio
5.47%
Total Estimate Gain
$215,886.16
% of Total Estimate Gain
1.77%

Buttonwood Financial Advisors Inc.'s Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, Buttonwood Financial Advisors Inc. held 272,684.00 shares of Fidelity Total Bond ETF(FBND), totaling $12.45 Mil. This investment constitutes 5.47% of their stock portfolio, and Buttonwood Financial Advisors Inc. now holds 0.07% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2023Q2. And since then Buttonwood Financial Advisors Inc. has made 8 purchases of FBND, at an average price of $44.84, for a total of 272,684.00 shares. Based on historical transaction data and FBND's current price of $45.63, Buttonwood Financial Advisors Inc.'s estimated gain on his FBND holdings is $215,886.16, reflecting a 1.77% gain to date.

Buttonwood Financial Advisors Inc. FBND ($45.63) Holding Chart

Buttonwood Financial Advisors Inc. FBND ($45.63) 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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