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Fidelity Bond Etf shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 354k 44.95
2023-12-31 $14M 314k 45.49
2023-09-30 $12M 261k 44.13
2023-06-30 $9.2M 204k 45.12
2023-03-31 $281k 6.1k 45.99

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

Top funds holding Fidelity Bond Etf

Bank of America Corporation
Country Trust Bank
RFG Advisory
Advisor Group Holdings
Jpmorgan Chase & Co
Legacy Wealth Management
UBS Group
Raymond James Financial Services Advisors
Blue Chip Partners
Sequoia Financial Advisors
Kowal Investment Group
BKD Wealth Advisors
Jane Street
Comprehensive Portfolio Management
Capital Analysts

View all funds holding Fidelity Bond Etf