WEATHERLY ASSET MANAGEMENT L. P. FBND Holdings History
WEATHERLY ASSET MANAGEMENT L. P.'s Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, WEATHERLY ASSET MANAGEMENT L. P. held 734,203.00 shares of Fidelity Total Bond ETF(FBND), totaling $33.64 Mil. This investment constitutes 3.02% of their stock portfolio, and WEATHERLY ASSET MANAGEMENT L. P. now holds 0.18% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2023Q1. And since then WEATHERLY ASSET MANAGEMENT L. P. has made 9 purchases of FBND, at an average price of $45.12, for a total of 734,203.00 shares. Based on historical transaction data and FBND's current price of $45.63, WEATHERLY ASSET MANAGEMENT L. P.'s estimated gain on his FBND holdings is $376,684.99, reflecting a 1.14% gain to date.
WEATHERLY ASSET MANAGEMENT L. P. FBND ($45.63) Holding Chart
WEATHERLY ASSET MANAGEMENT L. P. FBND ($45.63) 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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