Forbes Financial Planning, Inc. FBND Holdings History
Number of Shares
117,209.00
Current Holdings Value*
$5.35 Mil
% of Portfolio
3.96%
Total Estimate Gain
$-20,658.93
% of Total Estimate Gain
-0.39%
Forbes Financial Planning, Inc.'s Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, Forbes Financial Planning, Inc. held 117,209.00 shares of Fidelity Total Bond ETF(FBND), totaling $5.35 Mil. This investment constitutes 3.96% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0.03% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2024Q4. And since then Forbes Financial Planning, Inc. has made 2 purchases of FBND, at an average price of $45.62, for a total of 117,209.00 shares. Based on historical transaction data and FBND's current price of $45.44, Forbes Financial Planning, Inc.'s estimated gain on his FBND holdings is $-20,658.93, reflecting a -0.39% gain to date.
Forbes Financial Planning, Inc. FBND ($45.44) Holding Chart
Forbes Financial Planning, Inc. 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 % |
Top Ranked Articles
- 1