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Fidelity Bond Etf shares owned by Essential Planning

Quarter-by-quarter ownership of Fidelity Bond Etf (FBND) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Bond Etf held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Bond Etf by Essential Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 57k 46.24
2025-06-30 $1.6M 34k 45.75
2025-03-31 $1.1M 24k 45.65
2024-12-31 $26M 570k 45.65
2024-09-30 $327k 7.0k 46.74

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Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
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Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Essential Planning

Top funds holding Fidelity Bond Etf

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LPL Financial
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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