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

Tru Wealth Advisors, LLC

$1.79 Billion
Q4 2025

A detailed history of Tru Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 2,808,295 shares of FBND stock, worth $130 Million. This represents 7.25% of its overall portfolio holdings.

Number of Shares

2,808,295

Previous 2,685,363 4.58%

Holding current value

$130 Million

Previous $124 Million 4.6%

% of portfolio

7.25%

Previous 6.9%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$46.2 - $46.85 $5.68 Million - $5.76 Million	122,932 Added 4.58%	2,808,295 $130 Million
Q3 2025 Oct 06, 2025	BUY	$45.26 - $46.63 $27.4 Million - $28.3 Million	606,287 Added 29.16%	2,685,363 $124 Million
Q2 2025 Jul 07, 2025	BUY	$44.68 - $45.96 $11.6 Million - $11.9 Million	259,972 Added 14.29%	2,079,076 $95.1 Million
Q1 2025 Apr 10, 2025	BUY	$44.41 - $45.98 $3.51 Million - $3.63 Million	79,018 Added 4.54%	1,819,104 $82.8 Million
Q4 2024 Jan 15, 2025	BUY	$44.87 - $46.86 $24.1 Million - $25.1 Million	536,547 Added 44.58%	1,740,086 $78.1 Million

Q3 2024 Oct 16, 2024	BUY	$44.65 - $47.21 $2.19 Million - $2.31 Million	49,001 Added 4.24%	1,203,539 $56.3 Million
Q2 2024 Jul 16, 2024	BUY	$44.06 - $45.49 $30.8 Million - $31.8 Million	698,206 Added 153.0%	1,154,538 $51.9 Million
Q1 2024 Apr 15, 2024	BUY	$44.85 - $46.02 $1.13 Million - $1.16 Million	25,274 Added 5.86%	456,332 $20.7 Million
Q4 2023 Jan 10, 2024	BUY	$42.52 - $46.2 $18.3 Million - $19.9 Million	431,058 New	431,058 $19.8 Million

Others Institutions Holding FBND

# of Institutions

725

Shares Held

382M

Call Options Held

51.4K

Put Options Held

10K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Tru Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History