Jfs Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Jfs Wealth Advisors, LLC

$1.69 Billion
Q3 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 34,083 shares of FBND stock, worth $1.58 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

34,083

Previous 33,984 0.29%

Holding current value

$1.58 Million

Previous $1.55 Million 1.35%

% of portfolio

0.09%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$45.26 - $46.63 $4,480 - $4,616	99 Added 0.29%	34,083 $1.58 Million
Q2 2025 Jul 24, 2025	BUY	$44.68 - $45.96 $2,859 - $2,941	64 Added 0.19%	33,984 $1.55 Million
Q1 2025 Apr 22, 2025	SELL	$44.41 - $45.98 $63,772 - $66,027	-1,436 Reduced 4.06%	33,920 $1.55 Million
Q4 2024 Jan 30, 2025	BUY	$44.87 - $46.86 $243,195 - $253,981	5,420 Added 18.11%	35,356 $1.59 Million
Q3 2024 Oct 25, 2024	BUY	$44.65 - $47.21 $1.11 Million - $1.17 Million	24,811 Added 484.12%	29,936 $1.4 Million

Q2 2024 Jul 15, 2024	BUY	$44.06 - $45.49 $2,687 - $2,774	61 Added 1.2%	5,125 $230,000
Q1 2024 Apr 30, 2024	BUY	$44.85 - $46.02 $2,601 - $2,669	58 Added 1.16%	5,064 $229,000
Q4 2023 Feb 07, 2024	BUY	$42.52 - $46.2 $2,423 - $2,633	57 Added 1.15%	5,006 $230,000
Q3 2023 Nov 02, 2023	BUY	$43.43 - $45.7 $2,432 - $2,559	56 Added 1.14%	4,949 $215,000
Q2 2023 Aug 07, 2023	BUY	$45.08 - $46.43 $2,208 - $2,275	49 Added 1.01%	4,893 $222,000
Q1 2023 Apr 19, 2023	BUY	$44.84 - $46.8 $2,152 - $2,246	48 Added 1.0%	4,844 $222,000
Q4 2022 Feb 13, 2023	BUY	$43.44 - $46.25 $1,911 - $2,035	44 Added 0.93%	4,796 $215,000
Q3 2022 Oct 21, 2022	BUY	$44.28 - $48.06 $1,594 - $1,730	36 Added 0.76%	4,752 $211,000
Q2 2022 Aug 02, 2022	BUY	$45.82 - $49.76 $216,087 - $234,668	4,716 New	4,716 $219,000

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

Ticker FBND
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Jfs Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History