SAX WEALTH ADVISORS, LLC FBND Holdings History
SAX WEALTH ADVISORS, LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, SAX WEALTH ADVISORS, LLC held 1.87 Mil shares of Fidelity Total Bond ETF(FBND), totaling $85.38 Mil. This investment constitutes 6.11% of their stock portfolio, and SAX WEALTH ADVISORS, LLC now holds 0.46% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2024Q1. And since then SAX WEALTH ADVISORS, LLC has made 5 purchases of FBND, at an average price of $45.49, for a total of 1.87 Mil shares. Based on historical transaction data and FBND's current price of $45.67, SAX WEALTH ADVISORS, LLC's estimated gain on his FBND holdings is $342,531.13, reflecting a 0.40% gain to date.
SAX WEALTH ADVISORS, LLC FBND ($45.67) Holding Chart
SAX WEALTH ADVISORS, LLC FBND ($45.67) 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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