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Fidelity Bond Etf shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Fidelity Bond Etf (FBND) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Bond Etf by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 62k 45.31
2023-12-31 $2.9M 64k 46.04

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Forthright Family Wealth Advisory

Top funds holding Fidelity Bond Etf

FMR
Bank of America Corporation
Country Trust Bank
RFG Advisory
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Advisor Group Holdings
Morgan Stanley
Legacy Wealth Management
Sequoia Financial Advisors
Raymond James Financial Services Advisors
Blue Chip Partners
Kowal Investment Group
BKD Wealth Advisors

View all funds holding Fidelity Bond Etf