Number of Shares
431,992.00
Current Holdings Value*
$19.76 Mil
% of Portfolio
8.98%
Total Estimate Gain
$-232,761.51
% of Total Estimate Gain
-1.17%

Walker Financial Services, Inc.'s Fidelity Total Bond ETF Holding Summary

As of 2025-06-30, Walker Financial Services, Inc. held 431,992.00 shares of Fidelity Total Bond ETF(FBND), totaling $19.76 Mil. This investment constitutes 8.98% of their stock portfolio, and Walker Financial Services, Inc. now holds 0.11% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2024Q3. And since then Walker Financial Services, Inc. has made 4 purchases of FBND, at an average price of $45.98, for a total of 431,992.00 shares. Based on historical transaction data and FBND's current price of $45.44, Walker Financial Services, Inc.'s estimated gain on his FBND holdings is $-232,761.51, reflecting a -1.17% gain to date.

Walker Financial Services, Inc. FBND ($45.44) Holding Chart

Walker Financial Services, Inc. FBND ($45.44) 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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