Twin Peaks Wealth Advisors »

Fidelity Bond Etf shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Bond Etf by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 27k 46.24
2025-06-30 $1.2M 27k 45.80
2025-03-31 $1.2M 27k 45.03
2024-12-31 $1.4M 32k 44.87
2024-09-30 $1.6M 35k 46.74
2024-06-30 $1.6M 36k 44.93
2024-03-31 $1.7M 37k 45.31
2023-12-31 $1.5M 33k 46.04

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Meta Platforms Inc Cl A Stock (META)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Value Etf Etf (IVE)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)

View all positions for Twin Peaks Wealth 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