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FBNDFBND
10 quarters

Position history for WAWaverly Advisors, LLC's holdings in FIDELITY MERRIMACK STR TR

Yes. Waverly Advisors holds 3,836,584 shares of FBND, worth $174.5M, as of its Q2 2026 13F filing. It increased the position from 617,014 shares in Q1 2026. Waverly Advisors has held FBND since Q1 2024, across 10 quarterly 13F filings. FBND is 1.0% of Waverly Advisors' reported 13F portfolio.

Current Value

$174.5M

Current Shares

3.8M

Total Value Change

+$170.8M

Total Shares Change

+3.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.8M
+521.8%
$174.5M1.0%$45.31
77
2026-Q1
Increased
617,014
+4.3%
$28.1M0.2%$44.93
36
2025-Q4
Increased
591,509
+40.1%
$27.2M0.2%$44.87
46
2025-Q3
Increased
422,338
+288.7%
$19.5M0.2%$44.48
55
2025-Q2
Decreased
108,643
-3.3%
$5M0.1%$43.51
0
2025-Q1
Increased
112,383
+5.1%
$5.1M0.1%$42.90
28
2024-Q4
Increased
106,935
+11.3%
$4.8M0.1%$41.71
30
2024-Q3
Decreased
96,044
-0.6%
$4.5M0.1%$42.94
0
2024-Q2
Increased
96,600
+17.9%
$4.3M0.1%$40.81
31
2024-Q1
New
81,963
-
$3.7M0.1%$40.65
37

Other major holders of FBND: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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