Number of Shares
634,482.00
Current Holdings Value*
$28.96 Mil
% of Portfolio
10.51%
Total Estimate Gain
$-923,747.88
% of Total Estimate Gain
-3.00%

WEALTH MANAGEMENT RESOURCES, INC.'s Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, WEALTH MANAGEMENT RESOURCES, INC. held 634,482.00 shares of Fidelity Total Bond ETF(FBND), totaling $28.96 Mil. This investment constitutes 10.51% of their stock portfolio, and WEALTH MANAGEMENT RESOURCES, INC. now holds 0.15% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2021Q4. And since then WEALTH MANAGEMENT RESOURCES, INC. has made 12 purchases of FBND, at an average price of $47.19, for a total of 652,358.00 shares. In addition, there have been 1 sales at an average price of $47.57 for 17,876.00 shares. Based on historical transaction data and FBND's current price of $45.72, WEALTH MANAGEMENT RESOURCES, INC.'s estimated gain on his FBND holdings is $-923,747.88, reflecting a -3.00% gain to date.

WEALTH MANAGEMENT RESOURCES, INC. FBND ($45.72) Holding Chart

WEALTH MANAGEMENT RESOURCES, INC. FBND ($45.72) 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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