Octavia Wealth Advisors, LLC FBND Holdings History
Octavia Wealth Advisors, LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-06-30, Octavia Wealth Advisors, LLC held 1.46 Mil shares of Fidelity Total Bond ETF(FBND), totaling $67.09 Mil. This investment constitutes 7.63% of their stock portfolio, and Octavia Wealth Advisors, LLC now holds 0.34% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2022Q1. And since then Octavia Wealth Advisors, LLC has made 13 purchases of FBND, at an average price of $45.58, for a total of 1.47 Mil shares. In addition, there have been 1 sales at an average price of $45.27 for 12,725.00 shares. Based on historical transaction data and FBND's current price of $45.64, Octavia Wealth Advisors, LLC's estimated gain on his FBND holdings is $71,316.59, reflecting a 0.11% gain to date.
Octavia Wealth Advisors, LLC FBND ($45.64) Holding Chart
Octavia Wealth Advisors, LLC FBND ($45.64) 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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