Number of Shares
658,428.00
Current Holdings Value*
$30.12 Mil
% of Portfolio
4.76%
Total Estimate Gain
$374,957.46
% of Total Estimate Gain
1.27%

Lineweaver Wealth Advisors, LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-06-30, Lineweaver Wealth Advisors, LLC held 658,428.00 shares of Fidelity Total Bond ETF(FBND), totaling $30.12 Mil. This investment constitutes 4.76% of their stock portfolio, and Lineweaver Wealth Advisors, LLC now holds 0.16% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2023Q4. And since then Lineweaver Wealth Advisors, LLC has made 7 purchases of FBND, at an average price of $44.87, for a total of 658,428.00 shares. Based on historical transaction data and FBND's current price of $45.44, Lineweaver Wealth Advisors, LLC's estimated gain on his FBND holdings is $374,957.46, reflecting a 1.27% gain to date.

Lineweaver Wealth Advisors, LLC FBND ($45.44) Holding Chart

Lineweaver Wealth Advisors, 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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