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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

Tip: Access up to 7 years of quarterly data

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
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