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Fidelity Bond Etf shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Fidelity Bond Etf (FBND) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Fidelity Bond Etf

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All positions including Fidelity Bond Etf held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Bond Etf by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.0M 133k 45.31
2023-12-31 $5.0M 108k 46.22
2023-09-30 $1.5M 35k 43.71
2023-06-30 $391k 8.6k 45.60

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Blackstone Group Inc Com Cl A (BX)
Potlatch Corporation (PCH)

View all positions for Pensionmark Financial Group

Top funds holding Fidelity Bond Etf

FMR
Bank of America Corporation
Country Trust Bank
RFG Advisory
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Advisor Group Holdings
Morgan Stanley
Legacy Wealth Management
Sequoia Financial Advisors
Raymond James Financial Services Advisors
Blue Chip Partners
Kowal Investment Group
BKD Wealth Advisors

View all funds holding Fidelity Bond Etf