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Fidelity Bond Etf shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Bond Etf by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1M 67k 46.04
2025-09-30 $850k 18k 46.24
2025-06-30 $313k 6.8k 45.75

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding Fidelity Bond Etf

Northwestern Mutual Wealth Management Company
FMR
Sagespring Wealth Partners
LPL Financial
Jpmorgan Chase & Co
Dynasty Wealth Management
Country Trust Bank
Cetera Investment Advisers
UBS Group
Envestnet Asset Management
Raymond James Financial
Commonwealth Equity Services
Quotient Wealth Partners
Advisor Group Holdings
Mather Group

View all funds holding Fidelity Bond Etf