FBND — FIDELITY MERRIMACK STR TR

Ownership history in Essential Planning, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Essential Planning, 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
1.35% (2025 Q4)
Avg. % of fund
0.6%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 91,614 +34,329 +59.9% 1.35% $4.2M $45.74
2025 Q3 ADDED 57,285 +23,253 +68.3% 0.91% $2.6M $45.34
2025 Q2 ADDED 34,032 +9,807 +40.5% 0.58% $1.6M $44.35
2025 Q1 REDUCED 24,225 -546,040 -95.8% 0.45% $1.1M $43.73
2024 Q4 ADDED 570,265 +563,280 +8064.1% 0.17% $26.0M $42.52
2024 Q3 INITIATED 6,985 — — 0.13% $326K $43.77
% 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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