Triad Wealth Partners, LLC FBND Holdings History
Triad Wealth Partners, LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 407,431.00 shares of Fidelity Total Bond ETF(FBND), totaling $18.64 Mil. This investment constitutes 3.76% of their stock portfolio, and Triad Wealth Partners, LLC now holds 0.1% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2024Q1. And since then Triad Wealth Partners, LLC has made 4 purchases of FBND, at an average price of $45.32, for a total of 450,669.00 shares. In addition, there have been 1 sales at an average price of $45.68 for 43,238.00 shares. Based on historical transaction data and FBND's current price of $45.51, Triad Wealth Partners, LLC's estimated gain on his FBND holdings is $90,872.24, reflecting a 0.44% gain to date.
Triad Wealth Partners, LLC FBND ($45.51) Holding Chart
Triad Wealth Partners, 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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