| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
| Summit Global Investments | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 3 |
| B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.03% | 0.05% | 0.06% | Q3 2014 | Q4 2014 | 2 |
| Advocacy Wealth Management Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
| Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| Granite Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
| Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
This page lists all the filers that currently own Fidelity Total Bond or have owned Fidelity Total Bond in the past.