Mark Sheptoff Financial Planning, LLC Fidelity Merrimack Str Tr Tota Transaction History

Mark Sheptoff Financial Planning, LLC

$197 Million
Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 554 shares of FBND stock, worth $25,622. This represents 0.01% of its overall portfolio holdings.

Number of Shares

554

Previous 549 0.91%

Holding current value

$25,622

Previous $25,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$45.26 - $46.63 $226 - $233	5 Added 0.91%	554 $25,000
Q2 2025 Aug 06, 2025	BUY	$44.68 - $45.96 $268 - $275	6 Added 1.1%	549 $25,000
Q1 2025 May 13, 2025	BUY	$44.41 - $45.98 $222 - $229	5 Added 0.93%	543 $24,000
Q4 2024 Feb 11, 2025	BUY	$44.87 - $46.86 $179 - $187	4 Added 0.75%	538 $24,000
Q3 2024 Nov 14, 2024	BUY	$44.65 - $47.21 $23,843 - $25,210	534 New	534 $24,000

Others Institutions Holding FBND

# of Institutions

734

Shares Held

384M

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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Mark Sheptoff Financial Planning, LLC Fidelity Merrimack Str Tr Tota Transaction History