KFG WEALTH MANAGEMENT, LLC FBND Holdings History
KFG WEALTH MANAGEMENT, LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-06-30, KFG WEALTH MANAGEMENT, LLC held 607,904.00 shares of Fidelity Total Bond ETF(FBND), totaling $27.81 Mil. This investment constitutes 4.47% of their stock portfolio, and KFG WEALTH MANAGEMENT, LLC now holds 0.15% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2024Q1. And since then KFG WEALTH MANAGEMENT, LLC has made 6 purchases of FBND, at an average price of $45.87, for a total of 607,904.00 shares. Based on historical transaction data and FBND's current price of $45.70, KFG WEALTH MANAGEMENT, LLC's estimated gain on his FBND holdings is $-108,824.69, reflecting a -0.39% gain to date.
KFG WEALTH MANAGEMENT, LLC FBND ($45.70) Holding Chart
KFG WEALTH MANAGEMENT, LLC FBND ($45.70) 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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