MTWM
Masso Torrence 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 | $6.28M | Buy |
137,220
+9,199
| +7% | +$421K | 2.9% | 13 |
|
|
2025
Q1 | $5.84M | Buy |
128,021
+5,549
| +5% | +$253K | 3.12% | 10 |
|
|
2024
Q4 | $5.5M | Buy |
122,472
+4,250
| +4% | +$191K | 2.89% | 11 |
|
|
2024
Q3 | $5.53M | Buy |
118,222
+1,024
| +0.9% | +$47.9K | 2.98% | 10 |
|
|
2024
Q2 | $5.27M | Buy |
117,198
+7,112
| +6% | +$320K | 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% | +$87.9K | 3.23% | 10 |
|
|
2023
Q3 | $4.39M | Buy |
100,727
+7,478
| +8% | +$326K | 3.37% | 7 |
|
|
2023
Q2 | $4.24M | Buy |
93,249
+18,281
| +24% | +$830K | 3.06% | 10 |
|
|
2023
Q1 | $3.45M | Buy |
74,968
+5,122
| +7% | +$236K | 2.73% | 10 |
|
|
2022
Q4 | $3.14M | Buy |
+69,846
| New | +$3.14M | 2.51% | 12 |
|