Number of Shares
61,467.00
Current Holdings Value*
$2.81 Mil
% of Portfolio
0.72%
Total Estimate Gain
$-6,723.12
% of Total Estimate Gain
-0.24%

Triangle Securities Wealth Management's Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, Triangle Securities Wealth Management held 61,467.00 shares of Fidelity Total Bond ETF(FBND), totaling $2.81 Mil. This investment constitutes 0.72% of their stock portfolio, and Triangle Securities Wealth Management now holds 0.02% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2024Q3. And since then Triangle Securities Wealth Management has made 3 purchases of FBND, at an average price of $45.80, for a total of 61,467.00 shares. Based on historical transaction data and FBND's current price of $45.69, Triangle Securities Wealth Management's estimated gain on his FBND holdings is $-6,723.12, reflecting a -0.24% gain to date.

Triangle Securities Wealth Management FBND ($45.69) Holding Chart

Triangle Securities Wealth Management FBND ($45.69) 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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