Fidelty SHRT TRM TRSR BDFUMBX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$10.10avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Fidelty SHRT TRM TRSR BD (FUMBX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($1.1M) and Tucker Asset Management LLC ($146K).
- Company
- Fidelty SHRT TRM TRSR BD
- Filed as
- FIDELITY S/T TRS BD (Q2 2024)
- CUSIP
- 31635V216
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.1M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 113,837 shares bought, net +113,837 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| First Merchants Corp. | 0.05% | New | 113,837 | $1.1M |
| Tucker Asset Management LLC | 0.03% | No change | 14,411 | $146K |
"% of holder's portfolio" is FUMBX's weight in each manager's 13F, not the share of Fidelty SHRT TRM TRSR BD the manager owns.