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Fidelity Bond Etf shares owned by TrustWell Financial Advisors

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

Historical chart of TrustWell Financial Advisors investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Bond Etf by TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 278k 45.62
2025-12-31 $12M 253k 46.04

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding Fidelity Bond Etf

Northwestern Mutual Wealth Management Company
Morgan Stanley
Bank of America Corporation
FMR
LPL Financial
Dynasty Wealth Management
Envestnet Asset Management
Cetera Investment Advisers
Country Trust Bank
Quotient Wealth Partners
UBS Group
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
Mather Group

View all funds holding Fidelity Bond Etf