Global Retirement Partners, LLC FBND — FIDELITY MERRIMACK STR TR

Ownership history in Global Retirement Partners, LLC  ·  21 quarters on record

AI Ownership Summary

Global Retirement Partners, LLC reported FIDELITY MERRIMACK STR TR (FBND) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.74% in 2025 Q3. The latest visible filing shows FBND at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Retirement Partners, LLC's position in FIDELITY MERRIMACK STR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FBND was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FBND stock page Global Retirement Partners, LLC fund profile Global Retirement Partners, LLC full holdings
How Global Retirement Partners, LLC held FBND — position size vs. price
% of Fund (quarterly)    FBND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 806,651 +46,961 +6.2% 0.56% $36.7M 2026-08-06 $44.92
2025 Q4 ADDED — — — 759,690 +40,263 +5.6% 0.62% $35.0M 2026-02-06 $45.12
2025 Q3 ADDED — — — 719,427 +163,140 +29.3% 0.74% $33.3M 2025-10-21 $45.03
2025 Q2 ADDED — — — 556,287 +117,690 +26.8% 0.63% $25.5M 2025-08-12 $43.72
2024 Q4 REDUCED — — — 438,597 -7,445 -1.7% 0.56% $19.7M 2025-01-31 $42.01
2024 Q3 ADDED — — — 446,042 +72,066 +19.3% 0.63% $20.8M 2024-10-16 $42.53
2024 Q2 ADDED — — — 373,976 +79,608 +27.0% 0.53% $16.8M 2024-07-23 $41.30
2024 Q1 ADDED — — — 294,368 +286,583 +3681.2% 0.50% $13.3M 2024-04-23 $39.85
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FBND

As of 2026 Q2 — sorted by position size

Targeted Financial Services LLC 20.66% Sherrill & Hutchins Financial Advisory, Inc 20.53% BG Investment Services, LLC 3Y 17.27% Henderson Brothers Financial Partners, LLC 16.85% Investment Advisory Services Group LLC 16.77% GAINLINE FINANCIAL PARTNERS, LLC 16.29% Landing Point Financial Group, LLC 16.14% Presper Financial Architects, LLC 14.7% Kastel Capital Advisors, LLC 13.96% POWER WEALTH MANAGEMENT LLC 13.53%

FAQ About Global Retirement Partners, LLC and FBND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Retirement Partners, LLC reported owning FBND?

Global Retirement Partners, LLC reported FBND across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported FBND position in Global Retirement Partners, LLC's portfolio?

The largest reported portfolio weight for FBND was 0.74% in 2025 Q3.

What is the latest reported FBND position on this page?

The most recent filing on this page is 2026 Q2, when Global Retirement Partners, LLC reported 806,651 shares, equal to 0.56% of portfolio, with an estimated market value of $36.7M.

What does the chart on this FBND ownership page compare?

The chart compares Global Retirement Partners, LLC's quarterly FBND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global Retirement Partners, LLC time their FBND position?

Based on 13F filing dates vs. subsequent FBND price moves, Global Retirement Partners, LLC correctly timed 10 out of 19 reported position changes (53%). The annualised alpha on FBND relative to SPY over the holding period was -16.7%.

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