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Fidelity Bond Etf shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Fidelity Bond Etf (FBND) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Bond Etf held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Bond Etf by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $74M 1.6M 46.74
2024-06-30 $58M 1.3M 44.93
2024-03-31 $1.3M 29k 45.31

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

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