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Fidelity Bond Etf shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Bond Etf by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 79k 46.74
2024-06-30 $1.6M 36k 44.93
2024-03-31 $542k 12k 45.31

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Fidelity Bond Etf

Morgan Stanley
Bank of America Corporation
Country Trust Bank
Jpmorgan Chase & Co
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
RFG Advisory
Mather Group
Advisor Group Holdings
Legacy Wealth Management
Kestra Advisory Services
LPL Financial
Blue Chip Partners
Commonwealth Equity Services
BKD Wealth Advisors

View all funds holding Fidelity Bond Etf