Number of Shares
228,960.00
Current Holdings Value*
$10.48 Mil
% of Portfolio
3.89%
Total Estimate Gain
$98,741.47
% of Total Estimate Gain
0.94%

USAdvisors Wealth Management, LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-06-30, USAdvisors Wealth Management, LLC held 228,960.00 shares of Fidelity Total Bond ETF(FBND), totaling $10.48 Mil. This investment constitutes 3.89% of their stock portfolio, and USAdvisors Wealth Management, LLC now holds 0.05% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2023Q2. And since then USAdvisors Wealth Management, LLC has made 7 purchases of FBND, at an average price of $45.08, for a total of 233,445.00 shares. In addition, there have been 2 sales at an average price of $45.29 for 4,485.00 shares. Based on historical transaction data and FBND's current price of $45.51, USAdvisors Wealth Management, LLC's estimated gain on his FBND holdings is $98,741.47, reflecting a 0.94% gain to date.

USAdvisors Wealth Management, LLC FBND ($45.51) Holding Chart

USAdvisors 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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