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

Peterson Wealth Advisors, LLC

$566 Million
Q3 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 92,718 shares of FBND stock, worth $4.29 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

92,718

Previous 99,756 7.06%

Holding current value

$4.29 Million

Previous $4.56 Million 6.05%

% of portfolio

0.76%

Previous 0.87%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$45.26 - $46.63 $318,539 - $328,181	-7,038 Reduced 7.06%	92,718 $4.29 Million
Q2 2025 Jul 07, 2025	SELL	$44.68 - $45.96 $316,959 - $326,040	-7,094 Reduced 6.64%	99,756 $4.56 Million
Q1 2025 Apr 30, 2025	SELL	$44.41 - $45.98 $244,965 - $253,625	-5,516 Reduced 4.91%	106,850 $4.88 Million
Q4 2024 Jan 17, 2025	BUY	$44.87 - $46.86 $3.63 Million - $3.79 Million	80,970 Added 257.9%	112,366 $5.04 Million
Q3 2024 Oct 24, 2024	BUY	$44.65 - $47.21 $10,983 - $11,613	246 Added 0.79%	31,396 $1.47 Million

Q2 2024 Jul 18, 2024	SELL	$44.06 - $45.49 $28,066 - $28,977	-637 Reduced 2.0%	31,150 $1.4 Million
Q1 2024 Apr 15, 2024	SELL	$44.85 - $46.02 $126,566 - $129,868	-2,822 Reduced 8.15%	31,787 $1.44 Million
Q4 2023 Jan 10, 2024	SELL	$42.52 - $46.2 $162,766 - $176,853	-3,828 Reduced 9.96%	34,609 $1.59 Million
Q3 2023 Oct 05, 2023	BUY	$43.43 - $45.7 $202,383 - $212,962	4,660 Added 13.8%	38,437 $1.67 Million
Q2 2023 Jul 13, 2023	SELL	$45.08 - $46.43 $89,258 - $91,931	-1,980 Reduced 5.54%	33,777 $1.53 Million
Q1 2023 Apr 06, 2023	BUY	$44.84 - $46.8 $102,055 - $106,516	2,276 Added 6.8%	35,757 $1.64 Million
Q4 2022 Jan 20, 2023	BUY	$43.44 - $46.25 $1.45 Million - $1.55 Million	33,481 New	33,481 $0

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 Peterson Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.

Account

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