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

Masso Torrence 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
2025 Q3	$6.44M	Buy	139,292 +2,072	+2%	+$95.1K	2.68%	13
2025 Q2	$6.28M	Buy	137,220 +9,199	+7%	+$416K	2.9%	13
2025 Q1	$5.84M	Buy	128,021 +5,549	+5%	+$251K	3.12%	10
2024 Q4	$5.5M	Buy	122,472 +4,250	+4%	+$194K	2.89%	11
2024 Q3	$5.53M	Buy	118,222 +1,024	+0.9%	+$47.3K	2.98%	10
2024 Q2	$5.27M	Buy	117,198 +7,112	+6%	+$319K	2.92%	11
2024 Q1	$4.99M	Buy	110,086 +7,450	+7%	+$338K	2.96%	11
2023 Q4	$4.73M	Buy	102,636 +1,909	+2%	+$84.2K	3.23%	10
2023 Q3	$4.39M	Buy	100,727 +7,478	+8%	+$334K	3.37%	7
2023 Q2	$4.24M	Buy	93,249 +18,281	+24%	+$837K	3.06%	10
2023 Q1	$3.45M	Buy	74,968 +5,122	+7%	+$235K	2.73%	10
2022 Q4	$3.14M	Buy	+69,846	New	+$3.13M	2.51%	12

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Masso Torrence Wealth Management's FBND Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 1.5% in Q3 2025, buying an estimated $95.1K and bringing the position to 139,292 shares worth $6.44M. The position accounts for 2.68% of the portfolio, ranked #13.

Masso Torrence Wealth Management first reported a position in FBND in Q4 2022 and has held it in 12 quarters since. 653 funds tracked by Wall St. Rank hold FBND as of Q3 2025.

Masso Torrence Wealth Management held 139,292 shares of Fidelity Total Bond ETF worth $6.44M as of Q3 2025.
Masso Torrence Wealth Management bought 2,072 Fidelity Total Bond ETF shares in Q3 2025, an estimated $95.1K.
Fidelity Total Bond ETF made up 2.68% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #13 holding.
Masso Torrence Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 12 quarters since.
653 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.