Number of Shares
2.64 Mil
Current Holdings Value*
$121.00 Mil
% of Portfolio
7.31%
Total Estimate Gain
$361,396.59
% of Total Estimate Gain
0.30%

SAX WEALTH ADVISORS, LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-06-30, SAX WEALTH ADVISORS, LLC held 2.64 Mil shares of Fidelity Total Bond ETF(FBND), totaling $121.00 Mil. This investment constitutes 7.31% of their stock portfolio, and SAX WEALTH ADVISORS, LLC now holds 0.62% 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 6 purchases of FBND, at an average price of $45.42, for a total of 2.64 Mil shares. Based on historical transaction data and FBND's current price of $45.56, SAX WEALTH ADVISORS, LLC's estimated gain on his FBND holdings is $361,396.59, reflecting a 0.30% gain to date.

SAX WEALTH ADVISORS, LLC FBND ($45.56) Holding Chart

SAX WEALTH ADVISORS, LLC FBND ($45.56) 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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