Mascoma Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Mascoma Wealth Management’s Portfolio FLTB Stock Details FLTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,500	Closed	-$174K	–	617
2022 Q1	$174K	Buy	3,500 +500	+17%	+$25.4K	0.06%	130
2021 Q4	$155K	Buy	3,000 +2,000	+200%	+$104K	0.05%	123
2021 Q3	$52K	Buy	+1,000	New	+$52.4K	0.02%	201
2021 Q2	–	Sell	-1,000	Closed	-$52K	–	229
2021 Q1	$52K	Buy	+1,000	New	+$52.6K	0.02%	202
2019 Q3	–	Sell	-2,000	Closed	-$101K	–	175
2019 Q2	$101K	Hold	2,000	–	–	0.06%	114
2019 Q1	$100K	Buy	2,000 +1,500	+300%	+$74.5K	0.07%	104
2018 Q4	$25K	Buy	+500	New	+$24.6K	0.02%	196
2018 Q1	–	Sell	-590	Closed	-$29K	–	375
2017 Q4	$29K	Hold	590	–	–	0.02%	181
2017 Q3	$30K	Buy	+590	New	+$29.8K	0.02%	186

Other funds holding FLTB

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NPF

Norris Perne & French Grand Rapids, Michigan $2.34B AUM 32.04% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

Mascoma Wealth Management's FLTB Position: Q2 2022 in Review

Mascoma Wealth Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2022, closing a stake of 3,500 shares — an estimated $174K sold.

Mascoma Wealth Management first reported a position in FLTB in Q3 2017 and held it in 9 quarters. The position peaked at $174K in Q1 2022. 53 funds tracked by Wall St. Rank hold FLTB as of Q2 2022.

Mascoma Wealth Management reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Mascoma Wealth Management sold 3,500 Fidelity Limited Term Bond ETF shares in Q2 2022, an estimated $174K.
Mascoma Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q3 2017 and held it in 9 quarters.
Mascoma Wealth Management's Fidelity Limited Term Bond ETF position peaked at $174K in Q1 2022.
53 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2022.

Based on Mascoma Wealth Management's 13F filing for Q2 2022, filed 14 Jul 2022.