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Fidelity Bond Etf shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Bond Etf by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1M 175k 46.24
2025-06-30 $7.6M 165k 45.75
2025-03-31 $6.8M 150k 45.65
2024-12-31 $5.1M 114k 44.87
2024-09-30 $4.6M 99k 46.74

More positions owned by TrueWealth Advisors

Tidal Trust I Fundstrat Granny (GRNY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Servisfirst Bancshares (SFBS)

View all positions for TrueWealth Advisors

Top funds holding Fidelity Bond Etf

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

View all funds holding Fidelity Bond Etf