Insight Wealth Partners, LLC FBND Holdings History
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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