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Fidelity Inv Grade Securit shares owned by Foundation Wealth Management

Quarter-by-quarter ownership of Fidelity Inv Grade Securit (FSEC) shares owned by Foundation Wealth Management from 13F filings

Historical chart of Foundation Wealth Management investment in Fidelity Inv Grade Securit

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Inv Grade Securit held by Foundation Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Inv Grade Securit by Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $315k 7.2k 43.84

More positions owned by Foundation Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Foundation Wealth Management

Top funds holding Fidelity Inv Grade Securit

FMR
Cetera Investment Advisers
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Global Wealth Strategies & Associates
Envestnet Asset Management
Thrivent Financial for Lutherans
Jpmorgan Chase & Co
Kestra Advisory Services
Wealth Enhancement Advisory Services
Jane Street
Wiley Bros.-aintree Capital
Midwest Financial Network
Evergreen Wealth Solutions
RCS Financial Planning
Creative Planning

View all funds holding Fidelity Inv Grade Securit