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Fidelity Bond Etf shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Fidelity Bond Etf (FBND) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Bond Etf held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Bond Etf by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $728k 16k 45.75
2025-03-31 $766k 17k 45.65
2024-12-31 $914k 20k 44.87

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cape Investment Advisory

Top funds holding Fidelity Bond Etf

Northwestern Mutual Wealth Management Company
Morgan Stanley
FMR
Sagespring Wealth Partners
Jpmorgan Chase & Co
LPL Financial
Dynasty Wealth Management
Country Trust Bank
Envestnet Asset Management
UBS Group
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
Cetera Investment Advisers
Mather Group

View all funds holding Fidelity Bond Etf