Number of Shares
187,361.00
Current Holdings Value*
$8.55 Mil
% of Portfolio
1.42%
Total Estimate Gain
$-873,111.51
% of Total Estimate Gain
-4.57%

Insight Wealth Partners, LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, Insight Wealth Partners, LLC held 187,361.00 shares of Fidelity Total Bond ETF(FBND), totaling $8.55 Mil. This investment constitutes 1.42% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0.05% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2019Q4. And since then Insight Wealth Partners, LLC has made 17 purchases of FBND, at an average price of $50.34, for a total of 379,750.00 shares. In addition, there have been 4 sales at an average price of $50.58 for 192,389.00 shares. Based on historical transaction data and FBND's current price of $45.44, Insight Wealth Partners, LLC's estimated gain on his FBND holdings is $-873,111.51, reflecting a -4.57% gain to date.

Insight Wealth Partners, LLC FBND ($45.44) Holding Chart

Insight Wealth Partners, 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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