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Fidelity Bond Etf shares owned by Forbes Financial Planning

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

Historical chart of Forbes Financial Planning investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Bond Etf by Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 322k 46.63
2025-06-30 $14M 315k 45.75
2025-03-31 $5.4M 117k 45.65
2024-12-31 $4.4M 98k 44.87

More positions owned by Forbes Financial Planning

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Index Fds Value Etf (VTV)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Covington Trust Blue Chip Grwth (FBCG)

View all positions for Forbes Financial Planning

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