WBH ADVISORY INC FBND Holdings History
Number of Shares
603,360.00
Current Holdings Value*
$27.54 Mil
% of Portfolio
2.57%
Total Estimate Gain
$-1.55 Mil
% of Total Estimate Gain
-5.36%
WBH ADVISORY INC's Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, WBH ADVISORY INC held 603,360.00 shares of Fidelity Total Bond ETF(FBND), totaling $27.54 Mil. This investment constitutes 2.57% of their stock portfolio, and WBH ADVISORY INC now holds 0.15% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2020Q2. And since then WBH ADVISORY INC has made 18 purchases of FBND, at an average price of $47.98, for a total of 603,360.00 shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and FBND's current price of $45.41, WBH ADVISORY INC's estimated gain on his FBND holdings is $-1.55 Mil, reflecting a -5.36% gain to date.
WBH ADVISORY INC FBND ($45.41) Holding Chart
WBH ADVISORY INC FBND ($45.41) 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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