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Fidelity Bond Etf shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Bond Etf by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.2M 116k 44.87
2024-09-30 $6.4M 136k 46.74

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Spdr S&p 500 Etf Iv Exchange Traded Fund (SPY)
Microsoft Corp Common Stock (MSFT)
Invsc Qqq Trust Srs 1 Etf Exchange Traded Fund (QQQ)
Amazon.com Common Stock (AMZN)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Schwab Us Large Cap Growth Etf Exchange Traded Fund (SCHG)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)
Ishares Core S&p 500 Etf Iv Exchange Traded Fund (IVV)
Meta Platforms Common Stock (META)
First Trust Preferred Sec Income Etf Exchange Traded Fund (FPE)
Broadcom Common Stock (AVGO)

View all positions for Kingswood Wealth Advisors

Top funds holding Fidelity Bond Etf

FMR
Bank of America Corporation
Country Trust Bank
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
RFG Advisory
Mather Group
Legacy Wealth Management
Advisor Group Holdings
Kestra Advisory Services
LPL Financial
BKD Wealth Advisors
Blue Chip Partners

View all funds holding Fidelity Bond Etf