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FBNDFBND
10 quarters

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

Waverly Advisors, LLC holds 3.8M shares of FBND (FIDELITY MERRIMACK STR TR), worth $174.5M as of 2026-Q2. The position was increased (+521.8% shares). FBND represents 1.0% of Waverly Advisors, LLC's 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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