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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$36.5M Buy
801,959
+35,757
+5% +$1.63M 6.76% 4
2026
Q1
$35M Sell
766,202
-16,582
-2% -$765K 7.22% 4
2025
Q4
$36M Buy
782,784
+34,872
+5% +$1.62M 7.73% 3
2025
Q3
$34.6M Buy
747,912
+9,062
+1% +$416K 7.62% 3
2025
Q2
$33.8M Buy
738,850
+26,983
+4% +$1.22M 7.85% 3
2025
Q1
$32.5M Buy
711,867
+58,665
+9% +$2.66M 8.1% 3
2024
Q4
$29.3M Buy
653,202
+26,557
+4% +$1.21M 7.36% 4
2024
Q3
$29.3M Buy
626,645
+28,602
+5% +$1.32M 7.29% 4
2024
Q2
$26.9M Buy
598,043
+44,055
+8% +$1.97M 7.13% 4
2024
Q1
$25.1M Buy
553,988
+139,052
+34% +$6.31M 7.14% 4
2023
Q4
$19.1M Buy
414,936
+54,692
+15% +$2.41M 5.74% 6
2023
Q3
$15.7M Buy
360,244
+28,647
+9% +$1.28M 4.91% 7
2023
Q2
$14.9M Buy
+331,597
New +$15.2M 4.57% 7

Other funds holding FBND

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

Mascoma Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 4.7% in Q2 2026, buying an estimated $1.63M and bringing the position to 801,959 shares worth $36.5M. The position accounts for 6.76% of the portfolio, ranked #4.

Mascoma Wealth Management first reported a position in FBND in Q2 2023 and has held it in 13 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Mascoma Wealth Management held 801,959 shares of Fidelity Total Bond ETF worth $36.5M as of Q2 2026.
  • Mascoma Wealth Management bought 35,757 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.63M.
  • Fidelity Total Bond ETF made up 6.76% of Mascoma Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Mascoma Wealth Management first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.