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Fidelity Bond Etf shares owned by Unique Wealth Strategies

Quarter-by-quarter ownership of Fidelity Bond Etf (FBND) shares owned by Unique Wealth Strategies from 13F filings

Historical chart of Unique Wealth Strategies investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Bond Etf by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 285k 45.31
2024-03-31 $13M 285k 45.31

More positions owned by Unique Wealth Strategies

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

Top funds holding Fidelity Bond Etf

Morgan Stanley
Bank of America Corporation
Country Trust Bank
Jpmorgan Chase & Co
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
RFG Advisory
Mather Group
Advisor Group Holdings
Legacy Wealth Management
Kestra Advisory Services
LPL Financial
Blue Chip Partners
Commonwealth Equity Services
BKD Wealth Advisors

View all funds holding Fidelity Bond Etf