Purchases and Sales Made in Q4 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q4 2025. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR TOTA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-1.57K- 3.88% |
$72.6K - $73.6K
|
38.9K
$1.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.7K- 26.38% |
$78.4K - $79.5K
|
4.73K
$219K
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.81K- 15.75% |
$83.5K - $84.7K
|
9.66K
$447K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.68K- 3.09% |
$124K - $125K
|
83.8K
$3.88M
|
|
|
Jan 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-2.75K- 0.98% |
$127K - $129K
|
277K
$12.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2.82K- 30.28% |
$130K - $132K
|
6.48K
$300K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-3.09K- 2.07% |
$143K - $145K
|
146K
$6.77M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-3.49K- 24.2% |
$161K - $164K
|
10.9K
$506K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.39K- 4.73% |
$203K - $205K
|
88.3K
$4.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-4.39K- 5.87% |
$203K - $206K
|
70.4K
$3.26M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-4.41K- 11.17% |
$204K - $207K
|
35.1K
$1.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-4.47K- 5.07% |
$207K - $209K
|
83.7K
$3.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.06K- 1.41% |
$234K - $237K
|
354K
$16.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-5.23K- 5.36% |
$241K - $245K
|
92.3K
$4.27M
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-21.4K- 66.02% |
$990K - $1M
|
11K
$510K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-28.7K- 29.87% |
$1.33M - $1.35M
|
67.5K
$3.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-40.7K- 6.44% |
$1.88M - $1.91M
|
590K
$27.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-56.4K- 5.7% |
$2.6M - $2.64M
|
932K
$43.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-188K- 40.3% |
$8.68M - $8.8M
|
278K
$12.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-196K- 34.16% |
$9.06M - $9.19M
|
378K
$17.5M
|
|