WEATHERLY ASSET MANAGEMENT L. P. FBND Holdings History
WEATHERLY ASSET MANAGEMENT L. P.'s Fidelity Total Bond ETF Holding Summary
As of 2025-06-30, WEATHERLY ASSET MANAGEMENT L. P. held 773,483.00 shares of Fidelity Total Bond ETF(FBND), totaling $35.51 Mil. This investment constitutes 3.03% of their stock portfolio, and WEATHERLY ASSET MANAGEMENT L. P. now holds 0.19% 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 10 purchases of FBND, at an average price of $45.12, for a total of 773,483.00 shares. Based on historical transaction data and FBND's current price of $45.26, WEATHERLY ASSET MANAGEMENT L. P.'s estimated gain on his FBND holdings is $104,637.08, reflecting a 0.30% gain to date.
WEATHERLY ASSET MANAGEMENT L. P. FBND ($45.26) Holding Chart
WEATHERLY ASSET MANAGEMENT L. P. FBND ($45.26) 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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