Number of Shares
41,477.00
Current Holdings Value*
$1.90 Mil
% of Portfolio
0.51%
Total Estimate Gain
$-1.25 Mil
% of Total Estimate Gain
-1.89%

Fermata Advisors, LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-06-30, Fermata Advisors, LLC held 41,477.00 shares of Fidelity Total Bond ETF(FBND), totaling $1.90 Mil. This investment constitutes 0.51% of their stock portfolio, and Fermata Advisors, LLC now holds 0.01% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2021Q3. And since then Fermata Advisors, LLC has made 8 purchases of FBND, at an average price of $46.05, for a total of 1.44 Mil shares. In addition, there have been 7 sales at an average price of $45.17 for 1.40 Mil shares. Based on historical transaction data and FBND's current price of $45.57, Fermata Advisors, LLC's estimated gain on his FBND holdings is $-1.25 Mil, reflecting a -1.89% gain to date.

Fermata Advisors, LLC FBND ($45.57) Holding Chart

Fermata Advisors, LLC FBND ($45.57) 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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