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Fidelity Bond Etf shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Bond Etf by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 29k 45.31

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)

View all positions for Summit Financial Strategies

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