FBND — FIDELITY MERRIMACK STR TR

Ownership history in GERBER, LLC · 9 quarters on record

This page tracks every 13F SEC filing in which GERBER, 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

0.82% (2025 Q4)

Avg. % of fund

0.68%

First filed

2023 Q4

Last filed

2025 Q4

Quarters held

9

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	32,125	+6,997	+27.8%	0.82%	$1.5M	$45.74
2025 Q3	ADDED	25,128	+4,619	+22.5%	0.73%	$1.2M	$45.34
2025 Q2	REDUCED	20,509	-1,091	-5.1%	0.66%	$938K	$44.35
2025 Q1	REDUCED	21,600	-1,411	-6.1%	0.82%	$986K	$43.73

% 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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