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Fidelity Bond Etf shares owned by Wingate Wealth Advisors

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

Historical chart of Wingate Wealth Advisors investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Bond Etf by Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 55k 46.24
2025-06-30 $2.2M 48k 45.75
2025-03-31 $1.3M 29k 45.65
2024-12-31 $421k 9.4k 44.87

More positions owned by Wingate Wealth Advisors

Vanguard Malvern Fds Strm Infproidx (VTIP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
T Rowe Price Etf Cap Appreciation (TCAF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)

View all positions for Wingate 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