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Fidelity Bond Etf shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Bond Etf by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $51M 1.1M 46.74
2024-06-30 $46M 1.0M 44.93
2024-03-31 $8.2M 181k 45.31

More positions owned by Falcon Wealth Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr S&P SML 600 GWT (IJT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Blackrock Etf Trust Ii Flexible Income (BINC)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Falcon Wealth Planning

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