FBND — FIDELITY MERRIMACK STR TR

Ownership history in Dynamic Advisor Solutions LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in FIDELITY MERRIMACK STR TR (FBND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.92% (2024 Q4)
Avg. % of fund
0.8%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 932,065 -56,378 -5.7% 1.38% $42.9M $45.74
2025 Q3 ADDED 988,443 +42,304 +4.5% 1.33% $45.7M $45.34
2025 Q2 REDUCED 946,139 -76,687 -7.5% 1.34% $43.3M $44.35
2025 Q1 ADDED 1,022,826 +31,495 +3.2% 1.54% $46.7M $43.73
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FBND price (monthly, adj. close)

Other funds also holding FBND

As of 2025 Q4 — sorted by position size

Sherrill & Hutchins Financial Advisory, Inc 29.27% Targeted Financial Services LLC 19.34% SARD WEALTH MANAGEMENT GROUP, LLC 14.28% Goodwin Investment Advisory 3Y 14.24% PRUDENT INVESTORS NETWORK, INC. 3Y 13.89% POWER WEALTH MANAGEMENT LLC 13.22% OLIO Financial Planning 3Y 12.6% S Harris Financial Group, LLC 12.51% Split Rock Private Trading & Wealth Management, LLC 11.26% Navalign, LLC 3Y 11.19%
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