Mascagni Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Mascagni Wealth Management’s Portfolio FBND Stock Details FBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.67M	Sell	58,779 -4,279	-7%	-$195K	1.66%	14
2026 Q1	$2.88M	Sell	63,058 -1,308	-2%	-$60.3K	2.05%	10
2025 Q4	$2.96M	Buy	64,366 +480	+0.8%	+$22.3K	2.21%	9
2025 Q3	$2.95M	Sell	63,886 -1,414	-2%	-$64.9K	2.28%	9
2025 Q2	$2.99M	Sell	65,300 -1,802	-3%	-$81.6K	2.54%	8
2025 Q1	$3.06M	Hold	67,102	–	–	3.05%	6
2024 Q4	$3.06M	Buy	+67,102	New	+$3.07M	3.05%	6

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mascagni Wealth Management's FBND Position: Q2 2026 in Review

Mascagni Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 6.8% in Q2 2026, selling an estimated $195K and leaving 58,779 shares worth $2.67M. The position accounts for 1.66% of the portfolio, ranked #14.

Mascagni Wealth Management first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.06M in Q1 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Mascagni Wealth Management held 58,779 shares of Fidelity Total Bond ETF worth $2.67M as of Q2 2026.
Mascagni Wealth Management sold 4,279 Fidelity Total Bond ETF shares in Q2 2026, an estimated $195K.
Fidelity Total Bond ETF made up 1.66% of Mascagni Wealth Management's portfolio in Q2 2026, its #14 holding.
Mascagni Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
Mascagni Wealth Management's Fidelity Total Bond ETF position peaked at $3.06M in Q1 2025.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.