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

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 128,999 shares of FBND stock, worth $5.97 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

128,999

Previous 118,460 8.9%

Holding current value

$5.97 Million

Previous $5.48 Billion 8.43%

% of portfolio

0.29%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$46.2 - $46.85 $486,901 - $493,752	10,539 Added 8.9%	128,999 $5.94 Billion
Q3 2025 Oct 23, 2025	BUY	$45.26 - $46.63 $3.99 Million - $4.11 Million	88,196 Added 291.42%	118,460 $5.48 Billion
Q2 2025 Jul 23, 2025	BUY	$44.68 - $45.96 $839,313 - $863,358	18,785 Added 163.65%	30,264 $1.38 Billion
Q1 2025 Jul 25, 2025	SELL	$44.41 - $45.98 $834,241 - $863,734	-18,785 Reduced 62.07%	11,479 $524 Million
Q1 2025 Apr 21, 2025	SELL	$44.41 - $45.98 $4.63 Million - $4.79 Million	-104,266 Reduced 90.08%	11,479 $524 Million

Q4 2024 Jan 22, 2025	SELL	$44.87 - $46.86 $921,764 - $962,644	-20,543 Reduced 15.07%	115,745 $5.19 Billion
Q3 2024 Oct 21, 2024	BUY	$44.65 - $47.21 $6.09 Million - $6.43 Million	136,288 New	136,288 $6.37 Billion

Others Institutions Holding FBND

# of Institutions

742

Shares Held

387M

Call Options Held

51.4K

Put Options Held

10K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
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Kingswood Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History