Mascoma Wealth Management LLC FBND Holdings History
Number of Shares
738,850.00
Current Holdings Value*
$33.80 Mil
% of Portfolio
7.85%
Total Estimate Gain
$215,699.92
% of Total Estimate Gain
0.65%
Mascoma Wealth Management LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-06-30, Mascoma Wealth Management LLC held 738,850.00 shares of Fidelity Total Bond ETF(FBND), totaling $33.80 Mil. This investment constitutes 7.85% of their stock portfolio, and Mascoma Wealth Management LLC now holds 0.17% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2023Q2. And since then Mascoma Wealth Management LLC has made 9 purchases of FBND, at an average price of $45.22, for a total of 738,850.00 shares. Based on historical transaction data and FBND's current price of $45.51, Mascoma Wealth Management LLC's estimated gain on his FBND holdings is $215,699.92, reflecting a 0.65% gain to date.
Mascoma Wealth Management LLC FBND ($45.51) Holding Chart
Mascoma Wealth Management LLC FBND ($45.51) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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