Sar Wealth Management Group, LLC Fidelity Merrimack Str Tr Tota Transaction History

Sar Wealth Management Group, LLC

$182 Billion
Q4 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 565,126 shares of FBND stock, worth $26.1 Million. This represents 14.28% of its overall portfolio holdings.

Number of Shares

565,126

Previous 537,152 5.21%

Holding current value

$26.1 Million

Previous $24.8 Billion 4.75%

% of portfolio

14.28%

Previous 14.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$46.2 - $46.85 $1.29 Million - $1.31 Million	27,974 Added 5.21%	565,126 $26 Billion
Q3 2025 Oct 17, 2025	BUY	$45.26 - $46.63 $1.25 Million - $1.29 Million	27,603 Added 5.42%	537,152 $24.8 Billion
Q2 2025 Jul 08, 2025	BUY	$44.68 - $45.96 $490,228 - $504,273	10,972 Added 2.2%	509,549 $23.3 Billion
Q1 2025 Apr 11, 2025	BUY	$44.41 - $45.98 $426,025 - $441,086	9,593 Added 1.96%	498,577 $22.8 Billion
Q4 2024 Jan 15, 2025	SELL	$44.87 - $46.86 $44,331 - $46,297	-988 Reduced 0.2%	488,984 $21.9 Billion

Q3 2024 Oct 17, 2024	BUY	$44.65 - $47.21 $294,823 - $311,727	6,603 Added 1.37%	489,972 $22.9 Billion
Q2 2024 Jul 15, 2024	BUY	$44.06 - $45.49 $15.8 Million - $16.4 Million	359,658 Added 290.72%	483,369 $21.7 Billion
Q1 2024 Apr 15, 2024	BUY	$44.85 - $46.02 $1.83 Million - $1.88 Million	40,858 Added 49.31%	123,711 $5.61 Billion
Q4 2023 Feb 12, 2024	BUY	$42.52 - $46.2 $3.52 Million - $3.83 Million	82,853 New	82,853 $3.81 Billion

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
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Sar Wealth Management Group, LLC Fidelity Merrimack Str Tr Tota Transaction History