SAX WEALTH ADVISORS, LLC FBND Holdings History
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 $45.51, SAX WEALTH ADVISORS, LLC's estimated gain on his FBND holdings is $229,158.89, reflecting a 0.19% gain to date.
SAX WEALTH ADVISORS, LLC FBND ($45.51) Holding Chart
SAX WEALTH ADVISORS, LLC FBND ($45.51) 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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