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Fidelity Bond Etf shares owned by Opal Wealth Advisors

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

Historical chart of Opal Wealth Advisors investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Bond Etf held by Opal 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 Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 67k 46.74
2024-06-30 $2.7M 61k 44.93
2024-03-31 $2.6M 57k 45.31
2023-12-31 $1.6M 35k 46.04
2023-09-30 $1.5M 34k 43.56

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
Legg Mason Etf Invt Clearbrideg Lr (LRGE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr New York Mun Etf (NYF)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Nuveen Churchill Direct Lend Com Shs (NCDL)

View all positions for Opal Wealth Advisors

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