Shakespeare Wealth Management, LLC FBND Holdings History
Shakespeare Wealth Management, LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, Shakespeare Wealth Management, LLC held 646,774.00 shares of Fidelity Total Bond ETF(FBND), totaling $29.53 Mil. This investment constitutes 7.91% of their stock portfolio, and Shakespeare Wealth Management, LLC now holds 0.16% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2020Q1. And since then Shakespeare Wealth Management, LLC has made 20 purchases of FBND, at an average price of $49.67, for a total of 647,083.00 shares. In addition, there have been 1 sales at an average price of $45.40 for 309.00 shares. Based on historical transaction data and FBND's current price of $45.51, Shakespeare Wealth Management, LLC's estimated gain on his FBND holdings is $-2.69 Mil, reflecting a -8.38% gain to date.
Shakespeare Wealth Management, LLC FBND ($45.51) Holding Chart
Shakespeare Wealth Management, 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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