Number of Shares
48,242.00
Current Holdings Value*
$2.20 Mil
% of Portfolio
0.33%
Total Estimate Gain
$15,741.63
% of Total Estimate Gain
0.72%

Golden State Wealth Management, LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, Golden State Wealth Management, LLC held 48,242.00 shares of Fidelity Total Bond ETF(FBND), totaling $2.20 Mil. This investment constitutes 0.33% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0.01% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2024Q4. And since then Golden State Wealth Management, LLC has made 2 purchases of FBND, at an average price of $45.29, for a total of 48,242.00 shares. Based on historical transaction data and FBND's current price of $45.62, Golden State Wealth Management, LLC's estimated gain on his FBND holdings is $15,741.63, reflecting a 0.72% gain to date.

Golden State Wealth Management, LLC FBND ($45.62) Holding Chart

Golden State Wealth Management, LLC FBND ($45.62) 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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