Summit Financial Strategies, Inc. FBND Holdings History
Summit Financial Strategies, Inc.'s Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, Summit Financial Strategies, Inc. held 1.89 Mil shares of Fidelity Total Bond ETF(FBND), totaling $86.35 Mil. This investment constitutes 8.71% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0.46% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2023Q4. And since then Summit Financial Strategies, Inc. has made 6 purchases of FBND, at an average price of $45.11, for a total of 1.89 Mil shares. Based on historical transaction data and FBND's current price of $45.61, Summit Financial Strategies, Inc.'s estimated gain on his FBND holdings is $933,010.44, reflecting a 1.09% gain to date.
Summit Financial Strategies, Inc. FBND ($45.61) Holding Chart
Summit Financial Strategies, Inc. FBND ($45.61) 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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