Meriwether Wealth & Planning, LLC FBND Holdings History
Meriwether Wealth & Planning, LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-06-30, Meriwether Wealth & Planning, LLC held 345,192.00 shares of Fidelity Total Bond ETF(FBND), totaling $15.79 Mil. This investment constitutes 9.9% of their stock portfolio, and Meriwether Wealth & Planning, LLC now holds 0.08% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2024Q4. And since then Meriwether Wealth & Planning, LLC has made 1 purchases of FBND, at an average price of $45.64, for a total of 347,692.00 shares. In addition, there have been 1 sales at an average price of $45.27 for 2,500.00 shares. Based on historical transaction data and FBND's current price of $45.46, Meriwether Wealth & Planning, LLC's estimated gain on his FBND holdings is $-64,800.62, reflecting a -0.41% gain to date.
Meriwether Wealth & Planning, LLC FBND ($45.46) Holding Chart
Meriwether Wealth & Planning, LLC FBND ($45.46) 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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