CALIBER WEALTH MANAGEMENT, LLC FBND Holdings History
CALIBER WEALTH MANAGEMENT, LLC's Fidelity Total Bond ETF Holding Summary
As of 2024-03-31, CALIBER WEALTH MANAGEMENT, LLC held 97,175.00 shares of Fidelity Total Bond ETF(FBND), totaling $4.40 Mil. This investment constitutes 2.34% of their stock portfolio, and CALIBER WEALTH MANAGEMENT, LLC now holds -% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2020Q4. And since then CALIBER WEALTH MANAGEMENT, LLC has made 5 purchases of FBND, at an average price of $49.09, for a total of 178,712.00 shares. In addition, there have been 5 sales at an average price of $52.32 for 81,537.00 shares. Based on historical transaction data and FBND's current price of $45.42, CALIBER WEALTH MANAGEMENT, LLC's estimated gain on his FBND holdings is $-92,795.86, reflecting a -1.06% gain to date.
CALIBER WEALTH MANAGEMENT, LLC FBND ($45.42) Holding Chart
CALIBER WEALTH MANAGEMENT, LLC FBND ($45.42) 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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