Number of Shares
122,731.00
Current Holdings Value*
$5.60 Mil
% of Portfolio
1.38%
Total Estimate Gain
$53,138.13
% of Total Estimate Gain
0.87%

Madison Wealth Partners, Inc's Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, Madison Wealth Partners, Inc held 122,731.00 shares of Fidelity Total Bond ETF(FBND), totaling $5.60 Mil. This investment constitutes 1.38% of their stock portfolio, and Madison Wealth Partners, Inc now holds 0.03% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2023Q2. And since then Madison Wealth Partners, Inc has made 7 purchases of FBND, at an average price of $45.03, for a total of 134,917.00 shares. In addition, there have been 1 sales at an average price of $45.29 for 12,186.00 shares. Based on historical transaction data and FBND's current price of $45.44, Madison Wealth Partners, Inc's estimated gain on his FBND holdings is $53,138.13, reflecting a 0.87% gain to date.

Madison Wealth Partners, Inc FBND ($45.44) Holding Chart

Madison Wealth Partners, Inc 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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