Forvis Mazars Wealth Advisors, LLC FBND Holdings History
Forvis Mazars Wealth Advisors, LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 2.48 Mil shares of Fidelity Total Bond ETF(FBND), totaling $113.17 Mil. This investment constitutes 2.71% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 0.61% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2023Q1. And since then Forvis Mazars Wealth Advisors, LLC has made 8 purchases of FBND, at an average price of $45.05, for a total of 2.61 Mil shares. In addition, there have been 1 sales at an average price of $45.29 for 135,644.00 shares. Based on historical transaction data and FBND's current price of $45.63, Forvis Mazars Wealth Advisors, LLC's estimated gain on his FBND holdings is $1.46 Mil, reflecting a 1.24% gain to date.
Forvis Mazars Wealth Advisors, LLC FBND ($45.63) Holding Chart
Forvis Mazars Wealth Advisors, LLC 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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