Number of Shares
40,059.00
Current Holdings Value*
$1.83 Mil
% of Portfolio
0.89%
Total Estimate Gain
$-47,730.42
% of Total Estimate Gain
-0.76%

KEYVANTAGE WEALTH, LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, KEYVANTAGE WEALTH, LLC held 40,059.00 shares of Fidelity Total Bond ETF(FBND), totaling $1.83 Mil. This investment constitutes 0.89% of their stock portfolio, and KEYVANTAGE WEALTH, LLC now holds 0.01% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $45.29 for 97,734.00 shares. Based on historical transaction data and FBND's current price of $45.44, KEYVANTAGE WEALTH, LLC's estimated gain on his FBND holdings is $-47,730.42, reflecting a -0.76% gain to date.

KEYVANTAGE WEALTH, LLC FBND ($45.44) Holding Chart

KEYVANTAGE 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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