Olio Financial Planning Fidelity Merrimack Str Tr Tota Transaction History

Olio Financial Planning

$340 Million
Q3 2025

A detailed history of Olio Financial Planning transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Olio Financial Planning holds 922,423 shares of FBND stock, worth $42.7 Million. This represents 12.55% of its overall portfolio holdings.

Number of Shares

922,423

Previous 884,042 4.34%

Holding current value

$42.7 Million

Previous $40.4 Million 5.46%

% of portfolio

12.55%

Previous 12.78%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$45.26 - $46.63 $1.74 Million - $1.79 Million	38,381 Added 4.34%	922,423 $42.7 Million
Q2 2025 Jul 09, 2025	BUY	$44.68 - $45.96 $1.33 Million - $1.37 Million	29,876 Added 3.5%	884,042 $40.4 Million
Q1 2025 Apr 11, 2025	BUY	$44.41 - $45.98 $3.92 Million - $4.06 Million	88,278 Added 11.53%	854,166 $38.9 Million
Q4 2024 Jan 21, 2025	BUY	$44.87 - $46.86 $29.3 Million - $30.6 Million	653,991 Added 584.46%	765,888 $34.4 Million
Q1 2024 Apr 15, 2024	SELL	$44.85 - $46.02 $184,019 - $188,820	-4,103 Reduced 3.54%	111,897 $5.07 Million

Q4 2023 Jan 10, 2024	BUY	$42.52 - $46.2 $691,332 - $751,165	16,259 Added 16.3%	116,000 $5.34 Million
Q3 2023 Oct 19, 2023	BUY	$43.43 - $45.7 $384,181 - $404,262	8,846 Added 9.73%	99,741 $4.34 Million
Q2 2023 Jul 13, 2023	BUY	$45.08 - $46.43 $555,520 - $572,156	12,323 Added 15.68%	90,895 $4.13 Million
Q1 2023 Apr 11, 2023	BUY	$44.84 - $46.8 $958,185 - $1 Million	21,369 Added 37.36%	78,572 $3.61 Million
Q4 2022 Jan 13, 2023	BUY	$43.44 - $46.25 $794,387 - $845,773	18,287 Added 46.99%	57,203 $0
Q3 2022 Oct 18, 2022	BUY	$44.28 - $48.06 $111,497 - $121,015	2,518 Added 6.92%	38,916 $1.73 Million
Q2 2022 Jul 15, 2022	BUY	$45.82 - $49.76 $803,224 - $872,292	17,530 Added 92.91%	36,398 $1.69 Million
Q1 2022 Apr 21, 2022	BUY	$49.44 - $52.65 $932,833 - $993,400	18,868 New	18,868 $939,000

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
Sector ETFs
Industry ETFs

More about FBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Olio Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Olio Financial Planning with notifications on news.

Account

Olio Financial Planning Fidelity Merrimack Str Tr Tota Transaction History