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

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,035,401 shares of FBND stock, worth $187 Million. This represents 9.02% of its overall portfolio holdings.

Number of Shares

4,035,401

Previous 3,407,495 18.43%

Holding current value

$187 Million

Previous $158 Million 18.45%

% of portfolio

9.02%

Previous 8.58%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$46.2 - $46.85 $29 Million - $29.4 Million	627,906 Added 18.43%	4,035,401 $187 Million
Q3 2025 Oct 20, 2025	BUY	$45.26 - $46.63 $34.5 Million - $35.6 Million	762,741 Added 28.84%	3,407,495 $158 Million
Q2 2025 Jul 23, 2025	BUY	$44.68 - $45.96 $34.6 Million - $35.6 Million	774,471 Added 41.41%	2,644,754 $121 Million
Q1 2025 May 14, 2025	BUY	$44.41 - $45.98 $21.1 Million - $21.9 Million	475,648 Added 34.11%	1,870,283 $85.4 Million
Q4 2024 Jan 15, 2025	BUY	$44.87 - $46.86 $30.3 Million - $31.7 Million	675,795 Added 94.01%	1,394,635 $62.6 Million

Q3 2024 Oct 17, 2024	BUY	$44.65 - $47.21 $13.5 Million - $14.3 Million	303,364 Added 73.02%	718,840 $33.6 Million
Q2 2024 Jul 12, 2024	BUY	$44.06 - $45.49 $15.8 Million - $16.3 Million	359,104 Added 637.03%	415,476 $18.7 Million
Q1 2024 May 13, 2024	BUY	$44.85 - $46.02 $2.53 Million - $2.59 Million	56,372 New	56,372 $2.55 Million

Others Institutions Holding FBND

# of Institutions

721

Shares Held

381M

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