SARD WEALTH MANAGEMENT GROUP, LLC FBND Holdings History
SARD WEALTH MANAGEMENT GROUP, LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-06-30, SARD WEALTH MANAGEMENT GROUP, LLC held 509,549.00 shares of Fidelity Total Bond ETF(FBND), totaling $23.31 Mil. This investment constitutes 14.37% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0.13% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2023Q4. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 5 purchases of FBND, at an average price of $44.76, for a total of 510,537.00 shares. In addition, there have been 1 sales at an average price of $45.68 for 988.00 shares. Based on historical transaction data and FBND's current price of $45.36, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his FBND holdings is $304,638.68, reflecting a 1.33% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC FBND ($45.36) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC FBND ($45.36) 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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