Fidelity Bond Etf shares owned by UMA Financial Services
Quarter-by-quarter ownership of Fidelity Bond Etf (FBND) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Fidelity Bond Etf
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All positions including Fidelity Bond Etf held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fidelity Bond Etf by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 295k | 46.24 |
| 2025-06-30 | $13M | 283k | 45.75 |
| 2025-03-31 | $11M | 245k | 45.65 |
| 2024-12-31 | $11M | 234k | 44.87 |
| 2024-09-30 | $12M | 256k | 46.24 |
| 2024-06-30 | $10M | 228k | 45.69 |
| 2024-03-31 | $9.2M | 210k | 44.06 |
| 2023-12-31 | $7.9M | 173k | 45.51 |
| 2023-09-30 | $6.5M | 149k | 43.45 |
| 2023-06-30 | $6.0M | 133k | 45.26 |
| 2023-03-31 | $5.9M | 128k | 45.88 |
| 2022-12-31 | $5.3M | 115k | 46.53 |
| 2022-09-30 | $334k | 7.5k | 44.80 |