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Fidelity ltd trm bd etf shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Fidelity ltd trm bd etf (FLTB) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Fidelity ltd trm bd etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity ltd trm bd etf held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity ltd trm bd etf by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 4.0k 50.36

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Fidelity ltd trm bd etf

Commonwealth Equity Services
Envestnet Asset Management
Bank of America Corporation
Morgan Stanley
Regal Investment Advisors
Advisor Group Holdings
Vestmark Advisory Solutions
Kestra Private Wealth Services
GSB Wealth Management
LPL Financial
Levy Wealth Management Group
Flow Traders US
Great Lakes Retirement
HoyleCohen
Colony

View all funds holding Fidelity ltd trm bd etf