Milestone Investment Advisors LLC Fidelity Merrimack Str Tr Tota Transaction History

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 262,772 shares of FBND stock, worth $12.2 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares
262,772
Previous 242,369 8.42%
Holding current value
$12.2 Million
Previous $11.1 Million 9.58%
% of portfolio
3.08%
Previous 2.99%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$45.26 - $46.63 $923,439 - $951,391
20,403 Added 8.42%
262,772 $12.2 Million
Q2 2025

Aug 13, 2025
BUY
$44.68 - $45.96 $137,033 - $140,959
3,067 Added 1.28%
242,369 $11.1 Million
Q1 2025

Apr 28, 2025
BUY
$44.41 - $45.98 $593,539 - $614,522
13,365 Added 5.92%
239,302 $10.9 Million
Q4 2024

Feb 12, 2025
BUY
$44.87 - $46.86 $9.7 Million - $10.1 Million
216,085 Added 2193.31%
225,937 $10.1 Million
Q3 2024

Oct 30, 2024
BUY
$44.65 - $47.21 $439,891 - $465,112
9,852 New
9,852 $460,000

Others Institutions Holding FBND

# of Institutions
716
Shares Held
379M
Call Options Held
51.4K
Put Options Held
10K
View Full List

About FIDELITY MERRIMACK STR TR TOTA

FBND Quotes by TradingView
  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
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