Number of Shares
278,128.00
Current Holdings Value*
$12.72 Mil
% of Portfolio
6%
Total Estimate Gain
$-61,065.78
% of Total Estimate Gain
-0.48%

GENESIS PRIVATE WEALTH, LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-06-30, GENESIS PRIVATE WEALTH, LLC held 278,128.00 shares of Fidelity Total Bond ETF(FBND), totaling $12.72 Mil. This investment constitutes 6% of their stock portfolio, and GENESIS PRIVATE WEALTH, LLC now holds 0.07% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2024Q4. And since then GENESIS PRIVATE WEALTH, LLC has made 2 purchases of FBND, at an average price of $45.66, for a total of 278,128.00 shares. Based on historical transaction data and FBND's current price of $45.44, GENESIS PRIVATE WEALTH, LLC's estimated gain on his FBND holdings is $-61,065.78, reflecting a -0.48% gain to date.

GENESIS PRIVATE WEALTH, LLC FBND ($45.44) Holding Chart

GENESIS PRIVATE WEALTH, 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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