Number of Shares
306,769.00
Current Holdings Value*
$14.00 Mil
% of Portfolio
1.16%
Total Estimate Gain
$1.88 Mil
% of Total Estimate Gain
3.82%

Cornerstone Wealth Group, LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, Cornerstone Wealth Group, LLC held 306,769.00 shares of Fidelity Total Bond ETF(FBND), totaling $14.00 Mil. This investment constitutes 1.16% of their stock portfolio, and Cornerstone Wealth Group, LLC now holds 0.07% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2020Q1. And since then Cornerstone Wealth Group, LLC has made 9 purchases of FBND, at an average price of $49.59, for a total of 994,532.00 shares. In addition, there have been 4 sales at an average price of $54.17 for 687,763.00 shares. Based on historical transaction data and FBND's current price of $45.44, Cornerstone Wealth Group, LLC's estimated gain on his FBND holdings is $1.88 Mil, reflecting a 3.82% gain to date.

Cornerstone Wealth Group, LLC FBND ($45.44) Holding Chart

Cornerstone Wealth Group, LLC FBND ($45.44) 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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