MWM
Mascoma Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8M | Buy |
738,850
+26,983
| +4% | +$1.23M | 7.85% | 3 |
|
|
2025
Q1 | $32.5M | Buy |
711,867
+58,665
| +9% | +$2.68M | 8.1% | 3 |
|
|
2024
Q4 | $29.3M | Buy |
653,202
+26,557
| +4% | +$1.19M | 7.36% | 4 |
|
|
2024
Q3 | $29.3M | Buy |
626,645
+28,602
| +5% | +$1.34M | 7.29% | 4 |
|
|
2024
Q2 | $26.9M | Buy |
598,043
+44,055
| +8% | +$1.98M | 7.13% | 4 |
|
|
2024
Q1 | $25.1M | Buy |
553,988
+139,052
| +34% | +$6.3M | 7.14% | 4 |
|
|
2023
Q4 | $19.1M | Buy |
414,936
+54,692
| +15% | +$2.52M | 5.74% | 6 |
|
|
2023
Q3 | $15.7M | Buy |
360,244
+28,647
| +9% | +$1.25M | 4.91% | 7 |
|
|
2023
Q2 | $14.9M | Buy |
+331,597
| New | +$14.9M | 4.57% | 7 |
|