FBND — FIDELITY MERRIMACK STR TR

Ownership history in EWG Elevate Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. 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
0.88% (2025 Q1)
Avg. % of fund
0.37%
First filed
2022 Q4
Last filed
2025 Q2
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 28,533 -23,281 -44.9% 0.40% $1.3M $44.35
2025 Q1 ADDED 51,814 +26,175 +102.1% 0.88% $2.4M $43.73
2024 Q4 ADDED 25,639 +5,115 +24.9% 0.35% $1.2M $42.52
2024 Q3 ADDED 20,524 +1,295 +6.7% 0.39% $959K $43.77
2024 Q2 ADDED 19,229 +3,844 +25.0% 0.32% $864K $41.60
2024 Q1 ADDED 15,385 +15,346 +39348.7% 0.27% $697K $41.44
2022 Q4 INITIATED 39 — — 0.00% $2K —
% 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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